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 | $134,156 | $109,413+22.6% | $156,263-14.1% | $84,808+58.2% |
| Participation rate | 70.6% | 72.7%-2.1pp | 78.9%-8.3pp | 68.3%+2.3pp |
| Annual return | 15.43% | 20.18%-4.8pp | 59.47%-44.0pp | 40.90%-25.5pp |
| Employer contribution / active EE | $722 | $2,907-75.1% | $4,333-83.3% | $2,631-72.5% |
| Participant deferral / active EE | $4,086 | $4,590-11.0% | $6,158-33.7% | $4,212-3.0% |
| Admin fee / account holder | $22,591 | $9,357+141.4% | $14,255+58.5% | $7,344+207.6% |