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 | $199,179 | $77,503+157.0% | $100,391+98.4% | $80,856+146.3% |
| Participation rate | 91.7% | 76.9%+14.7pp | 81.5%+10.2pp | 67.6%+24.0pp |
| Annual return | 19.37% | 37.20%-17.8pp | 49.20%-29.8pp | 35.59%-16.2pp |
| Employer contribution / active EE | -$833 | $2,801-129.8% | $3,942-121.1% | $2,755-130.2% |
| Participant deferral / active EE | $12,156 | $6,820+78.2% | $8,082+50.4% | $4,296+183.0% |
| Admin fee / account holder | $8,439 | $5,897+43.1% | $7,899+6.8% | $6,918+22.0% |