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 | $211,202 | $106,749+97.8% | $145,433+45.2% | $82,448+156.2% |
| Participation rate | 96.3% | 75.6%+20.6pp | 82.1%+14.1pp | 68.1%+28.2pp |
| Annual return | 17.28% | 27.59%-10.3pp | 66.58%-49.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $131 | $3,444-96.2% | $4,554-97.1% | $2,551-94.9% |
| Participant deferral / active EE | $8,624 | $6,519+32.3% | $7,897+9.2% | $4,139+108.3% |
| Admin fee / account holder | $7,879 | $8,390-6.1% | $13,129-40.0% | $7,234+8.9% |