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 | $133,619 | $148,978-10.3% | $200,582-33.4% | $84,808+57.6% |
| Participation rate | 75.8% | 84.2%-8.5pp | 86.9%-11.1pp | 68.3%+7.4pp |
| Annual return | 16.35% | 28.16%-11.8pp | 42.33%-26.0pp | 40.90%-24.5pp |
| Employer contribution / active EE | $322 | $4,815-93.3% | $6,419-95.0% | $2,631-87.7% |
| Participant deferral / active EE | $13,548 | $7,142+89.7% | $9,331+45.2% | $4,212+221.7% |
| Admin fee / account holder | $17,834 | $13,977+27.6% | $16,305+9.4% | $7,344+142.8% |