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 | $156,069 | $95,803+62.9% | $113,168+37.9% | $84,808+84.0% |
| Participation rate | 86.2% | 72.9%+13.3pp | 76.6%+9.6pp | 68.3%+17.9pp |
| Annual return | 14.50% | 25.00%-10.5pp | 24.27%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $631 | $2,360-73.3% | $2,975-78.8% | $2,631-76.0% |
| Participant deferral / active EE | $7,216 | $4,242+70.1% | $5,107+41.3% | $4,212+71.3% |
| Admin fee / account holder | $26,263 | $8,989+192.2% | $12,068+117.6% | $7,344+257.6% |