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 | $109,881+54.0% | $150,045+12.8% | $84,808+99.6% |
| Participation rate | 87.5% | 76.1%+11.4pp | 82.3%+5.2pp | 68.3%+19.2pp |
| Annual return | 16.92% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $292 | $3,561-91.8% | $4,693-93.8% | $2,631-88.9% |
| Participant deferral / active EE | $12,620 | $6,636+90.2% | $7,997+57.8% | $4,212+199.7% |
| Admin fee / account holder | $7,919 | $8,568-7.6% | $13,435-41.1% | $7,344+7.8% |