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 | $140,586 | $142,405-1.3% | $115,157+22.1% | $152,861-8.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 17.97% | 41.48%-23.5pp | 35.60%-17.6pp | 345.32%-327.4pp |
| Employer contribution / active EE | $720 | $4,010-82.0% | $3,179-77.3% | $4,762-84.9% |
| Participant deferral / active EE | $15,903 | $5,164+208.0% | $4,168+281.5% | $5,850+171.8% |
| Admin fee / account holder | $1,167 | $8,462-86.2% | $7,088-83.5% | $11,596-89.9% |