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 | $82,555 | $73,933+11.7% | $96,683-14.6% | $75,163+9.8% |
| Participation rate | 75.5% | 66.4%+9.1pp | 74.3%+1.2pp | 67.2%+8.3pp |
| Annual return | 15.35% | 26.70%-11.4pp | 35.69%-20.3pp | 160.62%-145.3pp |
| Employer contribution / active EE | $519 | $2,928-82.3% | $3,737-86.1% | $2,670-80.6% |
| Participant deferral / active EE | $5,176 | $3,659+41.5% | $4,878+6.1% | $4,125+25.5% |
| Admin fee / account holder | $1,589 | $5,216-69.5% | $6,730-76.4% | $5,651-71.9% |