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 | $84,887 | $78,672+7.9% | $109,143-22.2% | $85,850-1.1% |
| Participation rate | 87.9% | 68.3%+19.6pp | 75.9%+12.0pp | 69.3%+18.6pp |
| Annual return | 23.07% | 25.09%-2.0pp | 25.75%-2.7pp | 318.53%-295.5pp |
| Employer contribution / active EE | $631 | $2,735-76.9% | $3,722-83.0% | $2,565-75.4% |
| Participant deferral / active EE | $6,839 | $3,467+97.2% | $4,653+47.0% | $3,952+73.1% |
| Admin fee / account holder | $407 | $5,469-92.6% | $6,752-94.0% | $6,260-93.5% |