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 | $152,116 | $135,952+11.9% | $123,892+22.8% | $273,961-44.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.27% | 56.63%-50.4pp | 47.52%-41.2pp | 41.45%-35.2pp |
| Employer contribution / active EE | $170 | $5,170-96.7% | $4,617-96.3% | $4,869-96.5% |
| Participant deferral / active EE | $2,194 | $6,343-65.4% | $5,984-63.3% | $5,287-58.5% |
| Admin fee / account holder | $2,635 | $9,817-73.2% | $8,357-68.5% | $10,132-74.0% |