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 | $99,774 | $77,314+29.1% | $177,989-43.9% | $80,856+23.4% |
| Participation rate | 88.1% | 65.7%+22.4pp | 77.1%+11.1pp | 67.6%+20.5pp |
| Annual return | 18.95% | 18.09%+0.9pp | 294.48%-275.5pp | 35.59%-16.6pp |
| Employer contribution / active EE | $358 | $2,292-84.4% | $3,949-90.9% | $2,755-87.0% |
| Participant deferral / active EE | $6,577 | $4,411+49.1% | $6,276+4.8% | $4,296+53.1% |
| Admin fee / account holder | $8,903 | $7,191+23.8% | $10,363-14.1% | $6,918+28.7% |