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 | $102,741 | $107,334-4.3% | $92,893+10.6% | $152,861-32.8% |
| Participation rate | 77.3% | 79.8%-2.5pp | 76.0%+1.3pp | 82.4%-5.2pp |
| Annual return | 22.96% | 145.58%-122.6pp | 109.41%-86.5pp | 345.32%-322.4pp |
| Employer contribution / active EE | $468 | $4,221-88.9% | $3,653-87.2% | $4,762-90.2% |
| Participant deferral / active EE | $4,366 | $4,845-9.9% | $4,236+3.1% | $5,850-25.4% |
| Admin fee / account holder | $576 | $7,079-91.9% | $5,794-90.1% | $11,596-95.0% |