See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,429 | $101,724-4.2% | $164,813-40.9% | $80,856+20.5% |
| Participation rate | 86.3% | 71.8%+14.5pp | 78.6%+7.7pp | 67.6%+18.7pp |
| Annual return | 16.72% | 16.72%0pp | 69.93%-53.2pp | 35.59%-18.9pp |
| Employer contribution / active EE | $673 | $2,953-77.2% | $4,341-84.5% | $2,755-75.6% |
| Participant deferral / active EE | $5,270 | $4,477+17.7% | $6,031-12.6% | $4,296+22.7% |
| Admin fee / account holder | $1,814 | $8,227-78.0% | $12,690-85.7% | $6,918-73.8% |