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 | $133,035 | $125,758+5.8% | $169,993-21.7% | $75,163+77.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 22.28% | 27.20%-4.9pp | 53.37%-31.1pp | 160.62%-138.3pp |
| Employer contribution / active EE | -$151 | $4,615-103.3% | $6,785-102.2% | $2,670-105.7% |
| Participant deferral / active EE | $9,152 | $6,837+33.9% | $10,408-12.1% | $4,125+121.9% |
| Admin fee / account holder | $4,264 | $8,173-47.8% | $12,815-66.7% | $5,651-24.5% |