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 | $140,007 | $79,944+75.1% | $98,439+42.2% | $75,163+86.3% |
| Participation rate | 86.4% | 70.4%+16.0pp | 75.2%+11.2pp | 67.2%+19.2pp |
| Annual return | 21.14% | 19.75%+1.4pp | 21.16%0pp | 160.62%-139.5pp |
| Employer contribution / active EE | $419 | $2,264-81.5% | $3,048-86.3% | $2,670-84.3% |
| Participant deferral / active EE | $2,833 | $3,752-24.5% | $4,738-40.2% | $4,125-31.3% |
| Admin fee / account holder | $3,272 | $6,840-52.2% | $8,948-63.4% | $5,651-42.1% |