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 | $80,841 | $99,985-19.1% | $146,665-44.9% | $85,850-5.8% |
| Participation rate | 84.3% | 73.1%+11.3pp | 80.1%+4.2pp | 69.3%+15.0pp |
| Annual return | 15.27% | 18.93%-3.7pp | 22.74%-7.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $593 | $2,559-76.8% | $4,136-85.7% | $2,565-76.9% |
| Participant deferral / active EE | $4,158 | $4,006+3.8% | $5,506-24.5% | $3,952+5.2% |
| Admin fee / account holder | $8,140 | $7,702+5.7% | $10,280-20.8% | $6,260+30.0% |