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 | $163,710 | $101,724+60.9% | $164,813-0.7% | $80,856+102.5% |
| Participation rate | 81.8% | 71.8%+10.0pp | 78.6%+3.2pp | 67.6%+14.2pp |
| Annual return | 11.01% | 16.72%-5.7pp | 69.93%-58.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $560 | $2,953-81.1% | $4,341-87.1% | $2,755-79.7% |
| Participant deferral / active EE | $3,956 | $4,477-11.6% | $6,031-34.4% | $4,296-7.9% |
| Admin fee / account holder | $12,436 | $8,227+51.2% | $12,690-2.0% | $6,918+79.8% |