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 | $233,416 | $165,984+40.6% | $164,813+41.6% | $145,922+60.0% |
| Participation rate | 84.2% | 82.0%+2.2pp | 78.6%+5.6pp | 80.3%+3.9pp |
| Annual return | 13.64% | 100.03%-86.4pp | 69.93%-56.3pp | 561.29%-547.6pp |
| Employer contribution / active EE | $524 | $5,273-90.1% | $4,341-87.9% | $4,660-88.8% |
| Participant deferral / active EE | $5,237 | $6,959-24.7% | $6,031-13.2% | $6,688-21.7% |
| Admin fee / account holder | $7,343 | $16,648-55.9% | $12,690-42.1% | $13,397-45.2% |