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 | $188,088 | $93,571+101.0% | $135,903+38.4% | $75,163+150.2% |
| Participation rate | 91.7% | 75.2%+16.5pp | 81.9%+9.8pp | 67.2%+24.5pp |
| Annual return | 20.21% | 30.90%-10.7pp | 68.23%-48.0pp | 160.62%-140.4pp |
| Employer contribution / active EE | $625 | $3,537-82.3% | $4,856-87.1% | $2,670-76.6% |
| Participant deferral / active EE | $7,946 | $6,404+24.1% | $7,758+2.4% | $4,125+92.6% |
| Admin fee / account holder | $490 | $6,975-93.0% | $10,762-95.4% | $5,651-91.3% |