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 | $75,568 | $105,859-28.6% | $90,160-16.2% | $147,584-48.8% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 15.30% | 37.63%-22.3pp | 34.88%-19.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $210 | $4,126-94.9% | $3,318-93.7% | $4,876-95.7% |
| Participant deferral / active EE | $6,721 | $5,733+17.2% | $5,288+27.1% | $5,439+23.6% |
| Admin fee / account holder | $2,041 | $8,046-74.6% | $5,943-65.7% | $10,885-81.3% |