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 | $203,591 | $101,724+100.1% | $164,813+23.5% | $80,856+151.8% |
| Participation rate | 89.4% | 71.8%+17.5pp | 78.6%+10.8pp | 67.6%+21.7pp |
| Annual return | 14.90% | 16.72%-1.8pp | 69.93%-55.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $481 | $2,953-83.7% | $4,341-88.9% | $2,755-82.5% |
| Participant deferral / active EE | $3,223 | $4,477-28.0% | $6,031-46.6% | $4,296-25.0% |
| Admin fee / account holder | $692 | $8,227-91.6% | $12,690-94.5% | $6,918-90.0% |