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 | $232,923 | $138,347+68.4% | $184,203+26.4% | $80,856+188.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.46% | 20.02%-5.6pp | 28.81%-14.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,123 | $4,850-76.8% | $6,427-82.5% | $2,755-59.2% |
| Participant deferral / active EE | $14,886 | $7,071+110.5% | $9,131+63.0% | $4,296+246.5% |
| Admin fee / account holder | $2,087 | $10,483-80.1% | $13,901-85.0% | $6,918-69.8% |