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 | $95,857 | $99,985-4.1% | $146,665-34.6% | $85,850+11.7% |
| Participation rate | 93.9% | 73.1%+20.9pp | 80.1%+13.9pp | 69.3%+24.6pp |
| Annual return | 11.65% | 18.93%-7.3pp | 22.74%-11.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $343 | $2,559-86.6% | $4,136-91.7% | $2,565-86.6% |
| Participant deferral / active EE | $3,233 | $4,006-19.3% | $5,506-41.3% | $3,952-18.2% |
| Admin fee / account holder | $8,508 | $7,702+10.5% | $10,280-17.2% | $6,260+35.9% |