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 | $158,996 | $153,772+3.4% | $133,980+18.7% | $273,961-42.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.20% | 36.51%-26.3pp | 29.30%-19.1pp | 41.45%-31.3pp |
| Employer contribution / active EE | $1,249 | $6,029-79.3% | $5,211-76.0% | $4,869-74.4% |
| Participant deferral / active EE | $8,246 | $6,958+18.5% | $6,282+31.3% | $5,287+56.0% |
| Admin fee / account holder | $58,914 | $11,765+400.8% | $9,324+531.8% | $10,132+481.5% |