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 | $190,508 | $180,028+5.8% | $138,135+37.9% | $158,922+19.9% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 4.90% | 21.68%-16.8pp | 20.51%-15.6pp | 302.83%-297.9pp |
| Employer contribution / active EE | $988 | $7,470-86.8% | $5,587-82.3% | $4,761-79.2% |
| Participant deferral / active EE | $3,762 | $7,717-51.3% | $6,431-41.5% | $5,982-37.1% |
| Admin fee / account holder | $8,490 | $17,912-52.6% | $11,856-28.4% | $11,246-24.5% |