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 | $138,003 | $85,766+60.9% | $136,294+1.3% | $70,131+96.8% |
| Participation rate | 84.2% | 74.2%+10.1pp | 81.9%+2.3pp | 69.5%+14.7pp |
| Annual return | 16.91% | 31.45%-14.5pp | 5155.94%-5139.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $401 | $2,966-86.5% | $4,695-91.5% | $2,342-82.9% |
| Participant deferral / active EE | $8,330 | $5,051+64.9% | $6,247+33.3% | $3,332+150.0% |
| Admin fee / account holder | $3,839 | $5,420-29.2% | $9,243-58.5% | $4,645-17.4% |