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 | $182,777 | $63,346+188.5% | $92,233+98.2% | $70,131+160.6% |
| Participation rate | 70.7% | 68.7%+2.1pp | 76.5%-5.7pp | 69.5%+1.2pp |
| Annual return | 15.31% | 530.12%-514.8pp | 176.28%-161.0pp | 73.14%-57.8pp |
| Employer contribution / active EE | $209 | $2,471-91.5% | $3,679-94.3% | $2,342-91.1% |
| Participant deferral / active EE | $3,036 | $2,854+6.4% | $3,897-22.1% | $3,332-8.9% |
| Admin fee / account holder | $3,389 | $3,840-11.8% | $5,194-34.7% | $4,645-27.0% |