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 | $72,807 | $71,050+2.5% | $93,606-22.2% | $80,856-10.0% |
| Participation rate | 77.8% | 60.4%+17.4pp | 68.7%+9.1pp | 67.6%+10.1pp |
| Annual return | 24.87% | 11.26%+13.6pp | 133.20%-108.3pp | 35.59%-10.7pp |
| Employer contribution / active EE | $231 | $1,564-85.2% | $2,420-90.5% | $2,755-91.6% |
| Participant deferral / active EE | $1,452 | $4,034-64.0% | $4,411-67.1% | $4,296-66.2% |
| Admin fee / account holder | $4,167 | $6,945-40.0% | $8,285-49.7% | $6,918-39.8% |