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 | $186,110 | $157,256+18.3% | $141,162+31.8% | $152,861+21.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 20.76% | 64.32%-43.6pp | 71.39%-50.6pp | 345.32%-324.6pp |
| Employer contribution / active EE | $286 | $5,261-94.6% | $4,735-94.0% | $4,762-94.0% |
| Participant deferral / active EE | $8,614 | $7,109+21.2% | $6,709+28.4% | $5,850+47.2% |
| Admin fee / account holder | $17,180 | $12,120+41.8% | $10,261+67.4% | $11,596+48.2% |