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 | $133,983 | $80,968+65.5% | $96,544+38.8% | $75,163+78.3% |
| Participation rate | 80.9% | 71.8%+9.1pp | 76.0%+4.9pp | 67.2%+13.7pp |
| Annual return | 22.42% | 27.06%-4.6pp | 25.84%-3.4pp | 160.62%-138.2pp |
| Employer contribution / active EE | $456 | $2,282-80.0% | $2,965-84.6% | $2,670-82.9% |
| Participant deferral / active EE | $3,880 | $3,928-1.2% | $4,851-20.0% | $4,125-5.9% |
| Admin fee / account holder | $48,572 | $6,724+622.3% | $8,252+488.6% | $5,651+759.5% |