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 | $131,457 | $58,512+124.7% | $84,015+56.5% | $72,985+80.1% |
| Participation rate | 70.3% | 61.2%+9.0pp | 69.0%+1.3pp | 69.5%+0.8pp |
| Annual return | 21.88% | 28.93%-7.0pp | 71.31%-49.4pp | 81.00%-59.1pp |
| Employer contribution / active EE | $219 | $1,163-81.2% | $1,983-89.0% | $2,440-91.0% |
| Participant deferral / active EE | $3,025 | $2,394+26.4% | $3,239-6.6% | $3,607-16.2% |
| Admin fee / account holder | $1,013 | $4,569-77.8% | $6,101-83.4% | $5,124-80.2% |