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 | $129,230 | $125,758+2.8% | $169,993-24.0% | $75,163+71.9% |
| Participation rate | 91.5% | 83.6%+7.9pp | 87.0%+4.5pp | 67.2%+24.3pp |
| Annual return | 14.47% | 27.20%-12.7pp | 53.37%-38.9pp | 160.62%-146.2pp |
| Employer contribution / active EE | $1,413 | $4,615-69.4% | $6,785-79.2% | $2,670-47.1% |
| Participant deferral / active EE | $5,085 | $6,837-25.6% | $10,408-51.1% | $4,125+23.3% |
| Admin fee / account holder | $20,951 | $8,173+156.3% | $12,815+63.5% | $5,651+270.7% |