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 | $169,265 | $106,749+58.6% | $145,433+16.4% | $82,448+105.3% |
| Participation rate | 87.5% | 75.6%+11.9pp | 82.1%+5.4pp | 68.1%+19.4pp |
| Annual return | 16.92% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $292 | $3,444-91.5% | $4,554-93.6% | $2,551-88.5% |
| Participant deferral / active EE | $12,620 | $6,519+93.6% | $7,897+59.8% | $4,139+204.9% |
| Admin fee / account holder | $7,919 | $8,390-5.6% | $13,129-39.7% | $7,234+9.5% |