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 | $125,297 | $95,453+31.3% | $112,040+11.8% | $82,448+52.0% |
| Participation rate | 87.8% | 72.8%+15.0pp | 76.5%+11.3pp | 68.1%+19.7pp |
| Annual return | 13.81% | 23.92%-10.1pp | 24.52%-10.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $361 | $2,318-84.4% | $2,954-87.8% | $2,551-85.9% |
| Participant deferral / active EE | $3,872 | $4,224-8.3% | $5,098-24.0% | $4,139-6.4% |
| Admin fee / account holder | $30,433 | $9,013+237.6% | $12,098+151.6% | $7,234+320.7% |