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 | $130,483 | $89,355+46.0% | $141,162-7.6% | $72,985+78.8% |
| Participation rate | 95.2% | 75.1%+20.1pp | 82.5%+12.8pp | 69.5%+25.8pp |
| Annual return | 22.33% | 111.85%-89.5pp | 71.39%-49.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $119 | $3,114-96.2% | $4,735-97.5% | $2,440-95.1% |
| Participant deferral / active EE | $4,981 | $5,418-8.1% | $6,709-25.8% | $3,607+38.1% |
| Admin fee / account holder | $5,548 | $5,958-6.9% | $10,261-45.9% | $5,124+8.3% |