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 | $131,500 | $106,515+23.5% | $96,683+36.0% | $139,434-5.7% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 15.43% | 38.43%-23.0pp | 35.69%-20.3pp | 372.94%-357.5pp |
| Employer contribution / active EE | $90 | $4,103-97.8% | $3,737-97.6% | $4,751-98.1% |
| Participant deferral / active EE | $11,034 | $5,454+102.3% | $4,878+126.2% | $6,710+64.4% |
| Admin fee / account holder | $16,355 | $7,877+107.6% | $6,730+143.0% | $11,403+43.4% |