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 | $142,144 | $53,777+164.3% | $134,143+6.0% | $79,858+78.0% |
| Participation rate | 81.0% | 58.8%+22.2pp | 72.2%+8.8pp | 69.6%+11.4pp |
| Annual return | 14.24% | 19.01%-4.8pp | 36.33%-22.1pp | 31.71%-17.5pp |
| Employer contribution / active EE | $69 | $1,321-94.8% | $3,704-98.1% | $2,471-97.2% |
| Participant deferral / active EE | $5,570 | $2,420+130.1% | $3,499+59.2% | $3,740+48.9% |
| Admin fee / account holder | $4,013 | $3,984+0.7% | $6,684-40.0% | $5,306-24.4% |