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 | $201,865 | $109,359+84.6% | $162,163+24.5% | $72,985+176.6% |
| Participation rate | 90.9% | 84.3%+6.7pp | 87.6%+3.4pp | 69.5%+21.4pp |
| Annual return | 17.64% | 25.46%-7.8pp | 115.59%-97.9pp | 81.00%-63.4pp |
| Employer contribution / active EE | $972 | $3,907-75.1% | $5,614-82.7% | $2,440-60.1% |
| Participant deferral / active EE | $4,621 | $5,481-15.7% | $7,298-36.7% | $3,607+28.1% |
| Admin fee / account holder | $5,740 | $7,972-28.0% | $10,843-47.1% | $5,124+12.0% |