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 | $218,348 | $114,381+90.9% | $107,525+103.1% | $142,382+53.4% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 15.50% | 242.71%-227.2pp | 181.32%-165.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $552 | $4,015-86.2% | $3,754-85.3% | $4,299-87.2% |
| Participant deferral / active EE | $7,369 | $5,564+32.4% | $5,116+44.1% | $6,507+13.2% |
| Admin fee / account holder | $7,166 | $9,860-27.3% | $8,919-19.6% | $12,624-43.2% |