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 | $177,528 | $138,347+28.3% | $184,203-3.6% | $80,856+119.6% |
| Participation rate | 73.0% | 83.9%-10.9pp | 86.8%-13.8pp | 67.6%+5.4pp |
| Annual return | 14.61% | 20.02%-5.4pp | 28.81%-14.2pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,356 | $4,850-72.0% | $6,427-78.9% | $2,755-50.8% |
| Participant deferral / active EE | $4,279 | $7,071-39.5% | $9,131-53.1% | $4,296-0.4% |
| Admin fee / account holder | $19,018 | $10,483+81.4% | $13,901+36.8% | $6,918+174.9% |