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 | $142,895 | $148,978-4.1% | $200,582-28.8% | $84,808+68.5% |
| Participation rate | 86.7% | 84.2%+2.4pp | 86.9%-0.2pp | 68.3%+18.4pp |
| Annual return | 15.00% | 28.16%-13.2pp | 42.33%-27.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,207 | $4,815-74.9% | $6,419-81.2% | $2,631-54.1% |
| Participant deferral / active EE | $7,359 | $7,142+3.0% | $9,331-21.1% | $4,212+74.7% |
| Admin fee / account holder | $29,690 | $13,977+112.4% | $16,305+82.1% | $7,344+304.3% |