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 | $166,049 | $98,750+68.2% | $149,696+10.9% | $79,858+107.9% |
| Participation rate | 86.5% | 75.8%+10.7pp | 82.5%+4.0pp | 69.6%+16.9pp |
| Annual return | 13.47% | 27.43%-14.0pp | 276.60%-263.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $134 | $3,216-95.8% | $4,644-97.1% | $2,471-94.6% |
| Participant deferral / active EE | $7,676 | $5,680+35.1% | $6,842+12.2% | $3,740+105.2% |
| Admin fee / account holder | $9,020 | $6,053+49.0% | $9,309-3.1% | $5,306+70.0% |