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 | $163,773 | $138,347+18.4% | $184,203-11.1% | $80,856+102.5% |
| Participation rate | 72.1% | 83.9%-11.8pp | 86.8%-14.8pp | 67.6%+4.4pp |
| Annual return | 19.84% | 20.02%-0.2pp | 28.81%-9.0pp | 35.59%-15.8pp |
| Employer contribution / active EE | $1,010 | $4,850-79.2% | $6,427-84.3% | $2,755-63.3% |
| Participant deferral / active EE | $7,087 | $7,071+0.2% | $9,131-22.4% | $4,296+65.0% |
| Admin fee / account holder | $650 | $10,483-93.8% | $13,901-95.3% | $6,918-90.6% |