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 | $208,467 | $176,812+17.9% | $146,665+42.1% | $167,490+24.5% |
| Participation rate | 78.6% | 83.6%-5.0pp | 80.1%-1.5pp | 82.1%-3.5pp |
| Annual return | 12.10% | 24.03%-11.9pp | 22.74%-10.6pp | 478.56%-466.5pp |
| Employer contribution / active EE | $937 | $5,160-81.8% | $4,136-77.3% | $4,837-80.6% |
| Participant deferral / active EE | $3,835 | $6,440-40.4% | $5,506-30.3% | $6,341-39.5% |
| Admin fee / account holder | $20,410 | $13,259+53.9% | $10,280+98.5% | $12,309+65.8% |