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 | $126,579 | $48,046+163.5% | $84,611+49.6% | $72,985+73.4% |
| Participation rate | 87.9% | 57.6%+30.3pp | 68.2%+19.7pp | 69.5%+18.4pp |
| Annual return | 22.63% | 37.38%-14.7pp | 258.74%-236.1pp | 81.00%-58.4pp |
| Employer contribution / active EE | $176 | $1,602-89.0% | $2,652-93.4% | $2,440-92.8% |
| Participant deferral / active EE | $4,367 | $2,680+62.9% | $3,899+12.0% | $3,607+21.0% |
| Admin fee / account holder | $14,416 | $3,395+324.7% | $4,912+193.5% | $5,124+181.3% |