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 | $137,967 | $100,754+36.9% | $86,677+59.2% | $134,475+2.6% |
| Participation rate | 86.4% | 78.9%+7.4pp | 76.6%+9.8pp | 81.2%+5.1pp |
| Annual return | -19.25% | 29.04%-48.3pp | 35.91%-55.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $227 | $3,489-93.5% | $2,836-92.0% | $4,740-95.2% |
| Participant deferral / active EE | $6,907 | $5,338+29.4% | $4,656+48.4% | $6,400+7.9% |
| Admin fee / account holder | $1,048 | $10,926-90.4% | $7,493-86.0% | $11,426-90.8% |