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 | $135,161 | $110,257+22.6% | $96,544+40.0% | $139,434-3.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.67% | 26.32%-14.6pp | 25.84%-14.2pp | 372.94%-361.3pp |
| Employer contribution / active EE | $351 | $3,620-90.3% | $2,965-88.2% | $4,751-92.6% |
| Participant deferral / active EE | $2,627 | $5,548-52.7% | $4,851-45.9% | $6,710-60.9% |
| Admin fee / account holder | $7,411 | $11,591-36.1% | $8,252-10.2% | $11,403-35.0% |