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 | $154,128 | $51,576+198.8% | $129,207+19.3% | $80,856+90.6% |
| Participation rate | 84.1% | 57.0%+27.1pp | 69.6%+14.5pp | 67.6%+16.5pp |
| Annual return | 19.15% | 20.81%-1.7pp | 9417.33%-9398.2pp | 35.59%-16.4pp |
| Employer contribution / active EE | $98 | $1,584-93.8% | $4,153-97.6% | $2,755-96.4% |
| Participant deferral / active EE | $8,998 | $2,669+237.1% | $4,168+115.9% | $4,296+109.5% |
| Admin fee / account holder | $10,006 | $4,305+132.4% | $7,715+29.7% | $6,918+44.6% |