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 | $132,204 | $124,425+6.3% | $112,040+18.0% | $137,256-3.7% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 13.63% | 24.72%-11.1pp | 24.52%-10.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $550 | $3,411-83.9% | $2,954-81.4% | $4,156-86.8% |
| Participant deferral / active EE | $3,488 | $5,718-39.0% | $5,098-31.6% | $6,407-45.6% |
| Admin fee / account holder | $14,899 | $15,207-2.0% | $12,098+23.2% | $12,270+21.4% |