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 | $152,865 | $109,413+39.7% | $156,263-2.2% | $84,808+80.2% |
| Participation rate | 73.3% | 72.7%+0.6pp | 78.9%-5.6pp | 68.3%+5.0pp |
| Annual return | 17.55% | 20.18%-2.6pp | 59.47%-41.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $540 | $2,907-81.4% | $4,333-87.5% | $2,631-79.5% |
| Participant deferral / active EE | $5,671 | $4,590+23.6% | $6,158-7.9% | $4,212+34.7% |
| Admin fee / account holder | $14,508 | $9,357+55.1% | $14,255+1.8% | $7,344+97.6% |