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 | $178,939 | $152,587+17.3% | $125,175+43.0% | $152,861+17.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.52% | 54.84%-34.3pp | 43.79%-23.3pp | 345.32%-324.8pp |
| Employer contribution / active EE | $896 | $4,946-81.9% | $3,865-76.8% | $4,762-81.2% |
| Participant deferral / active EE | $3,500 | $5,868-40.4% | $4,937-29.1% | $5,850-40.2% |
| Admin fee / account holder | $1,826 | $13,434-86.4% | $9,702-81.2% | $11,596-84.3% |