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 | $240,116 | $157,256+52.7% | $141,162+70.1% | $152,861+57.1% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 19.84% | 64.32%-44.5pp | 71.39%-51.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $747 | $5,261-85.8% | $4,735-84.2% | $4,762-84.3% |
| Participant deferral / active EE | $6,680 | $7,109-6.0% | $6,709-0.4% | $5,850+14.2% |
| Admin fee / account holder | $2,355 | $12,120-80.6% | $10,261-77.1% | $11,596-79.7% |