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 | $186,393 | $93,571+99.2% | $135,903+37.2% | $75,163+148.0% |
| Participation rate | 93.3% | 75.2%+18.2pp | 81.9%+11.4pp | 67.2%+26.1pp |
| Annual return | 17.57% | 30.90%-13.3pp | 68.23%-50.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $777 | $3,537-78.0% | $4,856-84.0% | $2,670-70.9% |
| Participant deferral / active EE | $12,360 | $6,404+93.0% | $7,758+59.3% | $4,125+199.6% |
| Admin fee / account holder | $31,603 | $6,975+353.1% | $10,762+193.7% | $5,651+459.3% |