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 | $135,463 | $81,208+66.8% | $98,907+37.0% | $79,858+69.6% |
| Participation rate | 80.0% | 72.5%+7.5pp | 76.0%+4.0pp | 69.6%+10.4pp |
| Annual return | 20.96% | 60.99%-40.0pp | 196.43%-175.5pp | 31.71%-10.8pp |
| Employer contribution / active EE | $250 | $1,960-87.2% | $2,689-90.7% | $2,471-89.9% |
| Participant deferral / active EE | $2,574 | $3,265-21.2% | $4,244-39.4% | $3,740-31.2% |
| Admin fee / account holder | $4,195 | $6,013-30.2% | $6,642-36.8% | $5,306-20.9% |