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 | $144,185 | $78,422+83.9% | $95,952+50.3% | $79,858+80.6% |
| Participation rate | 74.2% | 73.5%+0.7pp | 77.1%-2.9pp | 69.6%+4.6pp |
| Annual return | 17.89% | 19.37%-1.5pp | 91.61%-73.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $310 | $1,945-84.1% | $2,541-87.8% | $2,471-87.5% |
| Participant deferral / active EE | $1,690 | $3,440-50.9% | $4,167-59.4% | $3,740-54.8% |
| Admin fee / account holder | $10,434 | $5,622+85.6% | $6,795+53.5% | $5,306+96.6% |