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 | $63,574 | $58,512+8.7% | $84,015-24.3% | $72,985-12.9% |
| Participation rate | 96.6% | 61.2%+35.3pp | 69.0%+27.5pp | 69.5%+27.1pp |
| Annual return | 22.61% | 28.93%-6.3pp | 71.31%-48.7pp | 81.00%-58.4pp |
| Employer contribution / active EE | -$125 | $1,163-110.8% | $1,983-106.3% | $2,440-105.1% |
| Participant deferral / active EE | $6,287 | $2,394+162.6% | $3,239+94.1% | $3,607+74.3% |
| Admin fee / account holder | $4,463 | $4,569-2.3% | $6,101-26.8% | $5,124-12.9% |