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 | $215,622 | $117,841+83.0% | $102,423+110.5% | $145,922+47.8% |
| Participation rate | 78.3% | 78.6%-0.3pp | 76.5%+1.8pp | 80.3%-2.0pp |
| Annual return | 11.96% | 31.65%-19.7pp | 29.32%-17.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $746 | $3,615-79.4% | $3,023-75.3% | $4,660-84.0% |
| Participant deferral / active EE | $3,853 | $5,731-32.8% | $5,053-23.7% | $6,688-42.4% |
| Admin fee / account holder | $14,172 | $13,326+6.3% | $9,451+50.0% | $13,397+5.8% |