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 | $98,163 | $176,812-44.5% | $146,665-33.1% | $167,490-41.4% |
| Participation rate | 77.8% | 83.6%-5.8pp | 80.1%-2.3pp | 82.1%-4.3pp |
| Annual return | 18.26% | 24.03%-5.8pp | 22.74%-4.5pp | 478.56%-460.3pp |
| Employer contribution / active EE | $571 | $5,160-88.9% | $4,136-86.2% | $4,837-88.2% |
| Participant deferral / active EE | $4,394 | $6,440-31.8% | $5,506-20.2% | $6,341-30.7% |
| Admin fee / account holder | $21,679 | $13,259+63.5% | $10,280+110.9% | $12,309+76.1% |