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 | $120,399 | $95,803+25.7% | $113,168+6.4% | $84,808+42.0% |
| Participation rate | 88.0% | 72.9%+15.1pp | 76.6%+11.4pp | 68.3%+19.7pp |
| Annual return | 13.47% | 25.00%-11.5pp | 24.27%-10.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $439 | $2,360-81.4% | $2,975-85.2% | $2,631-83.3% |
| Participant deferral / active EE | $2,571 | $4,242-39.4% | $5,107-49.7% | $4,212-39.0% |
| Admin fee / account holder | $9,189 | $8,989+2.2% | $12,068-23.9% | $7,344+25.1% |