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 | $163,701 | $185,822-11.9% | $169,993-3.7% | $139,434+17.4% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 11.71% | 60.50%-48.8pp | 53.37%-41.7pp | 372.94%-361.2pp |
| Employer contribution / active EE | $1,360 | $7,590-82.1% | $6,785-80.0% | $4,751-71.4% |
| Participant deferral / active EE | $10,629 | $11,622-8.5% | $10,408+2.1% | $6,710+58.4% |
| Admin fee / account holder | $311 | $15,381-98.0% | $12,815-97.6% | $11,403-97.3% |