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 | $210,785 | $72,404+191.1% | $110,238+91.2% | $64,186+228.4% |
| Participation rate | 71.0% | 73.3%-2.4pp | 79.8%-8.9pp | 69.6%+1.4pp |
| Annual return | 9.60% | -6.29%+15.9pp | 314.74%-305.1pp | 7.63%+2.0pp |
| Employer contribution / active EE | $270 | $2,282-88.1% | $3,826-92.9% | $2,381-88.6% |
| Participant deferral / active EE | $4,509 | $3,469+30.0% | $4,672-3.5% | $3,470+29.9% |
| Admin fee / account holder | $7,825 | $5,664+38.1% | $8,547-8.5% | $4,888+60.1% |