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 9-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 | $213,623 | $138,347+54.4% | $184,203+16.0% | $80,856+164.2% |
| Participation rate | 78.6% | 83.9%-5.3pp | 86.8%-8.2pp | 67.6%+10.9pp |
| Annual return | 15.26% | 20.02%-4.8pp | 28.81%-13.5pp | 35.59%-20.3pp |
| Employer contribution / active EE | $880 | $4,850-81.9% | $6,427-86.3% | $2,755-68.1% |
| Participant deferral / active EE | $9,233 | $7,071+30.6% | $9,131+1.1% | $4,296+114.9% |
| Admin fee / account holder | $10,725 | $10,483+2.3% | $13,901-22.8% | $6,918+55.0% |