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 | $113,415 | $103,376+9.7% | $87,100+30.2% | $152,861-25.8% |
| Participation rate | 84.6% | 79.3%+5.3pp | 76.9%+7.7pp | 82.4%+2.2pp |
| Annual return | 20.59% | 28.10%-7.5pp | 28.19%-7.6pp | 345.32%-324.7pp |
| Employer contribution / active EE | $353 | $3,220-89.0% | $2,521-86.0% | $4,762-92.6% |
| Participant deferral / active EE | $1,641 | $4,778-65.7% | $4,049-59.5% | $5,850-72.0% |
| Admin fee / account holder | $3,352 | $12,205-72.5% | $7,497-55.3% | $11,596-71.1% |