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 | $128,719 | $101,724+26.5% | $164,813-21.9% | $80,856+59.2% |
| Participation rate | 90.6% | 71.8%+18.8pp | 78.6%+12.0pp | 67.6%+23.0pp |
| Annual return | 22.41% | 16.72%+5.7pp | 69.93%-47.5pp | 35.59%-13.2pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,104 | $4,477+14.0% | $6,031-15.4% | $4,296+18.8% |
| Admin fee / account holder | $2,558 | $8,227-68.9% | $12,690-79.8% | $6,918-63.0% |