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 | $151,619 | $86,286+75.7% | $111,297+36.2% | $85,850+76.6% |
| Participation rate | 83.7% | 73.3%+10.4pp | 77.3%+6.4pp | 69.3%+14.4pp |
| Annual return | 16.55% | 19.99%-3.4pp | 54.65%-38.1pp | 318.53%-302.0pp |
| Employer contribution / active EE | $401 | $2,043-80.4% | $2,731-85.3% | $2,565-84.4% |
| Participant deferral / active EE | $1,703 | $3,641-53.2% | $4,487-62.0% | $3,952-56.9% |
| Admin fee / account holder | $2,181 | $8,188-73.4% | $7,964-72.6% | $6,260-65.2% |