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 | $221,447 | $118,680+86.6% | $98,907+123.9% | $158,922+39.3% |
| Participation rate | 78.9% | 77.8%+1.1pp | 76.0%+2.9pp | 82.0%-3.0pp |
| Annual return | 13.93% | 372.35%-358.4pp | 196.43%-182.5pp | 302.83%-288.9pp |
| Employer contribution / active EE | $387 | $3,333-88.4% | $2,689-85.6% | $4,761-91.9% |
| Participant deferral / active EE | $3,365 | $5,088-33.9% | $4,244-20.7% | $5,982-43.8% |
| Admin fee / account holder | $2,284 | $10,131-77.5% | $6,642-65.6% | $11,246-79.7% |