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 | $94,399 | $89,355+5.6% | $141,162-33.1% | $72,985+29.3% |
| Participation rate | 85.4% | 75.1%+10.2pp | 82.5%+2.9pp | 69.5%+15.9pp |
| Annual return | 28.74% | 111.85%-83.1pp | 71.39%-42.7pp | 81.00%-52.3pp |
| Employer contribution / active EE | $300 | $3,114-90.4% | $4,735-93.7% | $2,440-87.7% |
| Participant deferral / active EE | $7,333 | $5,418+35.4% | $6,709+9.3% | $3,607+103.3% |
| Admin fee / account holder | $4,359 | $5,958-26.8% | $10,261-57.5% | $5,124-14.9% |