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 | $135,551 | $175,202-22.6% | $149,673-9.4% | $139,434-2.8% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 22.20% | 166.71%-144.5pp | 134.42%-112.2pp | 372.94%-350.7pp |
| Employer contribution / active EE | $861 | $5,474-84.3% | $4,818-82.1% | $4,751-81.9% |
| Participant deferral / active EE | $6,346 | $6,519-2.7% | $5,680+11.7% | $6,710-5.4% |
| Admin fee / account holder | $3,884 | $16,150-75.9% | $13,210-70.6% | $11,403-65.9% |