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 | $130,110 | $185,822-30.0% | $169,993-23.5% | $139,434-6.7% |
| Participation rate | 95.2% | 87.8%+7.5pp | 87.0%+8.2pp | 80.3%+14.9pp |
| Annual return | 11.82% | 60.50%-48.7pp | 53.37%-41.5pp | 372.94%-361.1pp |
| Employer contribution / active EE | $1,433 | $7,590-81.1% | $6,785-78.9% | $4,751-69.8% |
| Participant deferral / active EE | $4,020 | $11,622-65.4% | $10,408-61.4% | $6,710-40.1% |
| Admin fee / account holder | $18,714 | $15,381+21.7% | $12,815+46.0% | $11,403+64.1% |