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 | $151,171 | $80,968+86.7% | $96,544+56.6% | $75,163+101.1% |
| Participation rate | 77.8% | 71.8%+6.0pp | 76.0%+1.8pp | 67.2%+10.6pp |
| Annual return | 15.47% | 27.06%-11.6pp | 25.84%-10.4pp | 160.62%-145.2pp |
| Employer contribution / active EE | $459 | $2,282-79.9% | $2,965-84.5% | $2,670-82.8% |
| Participant deferral / active EE | $2,045 | $3,928-47.9% | $4,851-57.8% | $4,125-50.4% |
| Admin fee / account holder | $2,260 | $6,724-66.4% | $8,252-72.6% | $5,651-60.0% |