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 | $177,626 | $214,378-17.1% | $200,582-11.4% | $142,382+24.8% |
| Participation rate | 84.6% | 87.4%-2.8pp | 86.9%-2.3pp | 80.1%+4.5pp |
| Annual return | 19.86% | 46.41%-26.5pp | 42.33%-22.5pp | 217.08%-197.2pp |
| Employer contribution / active EE | $769 | $6,841-88.8% | $6,419-88.0% | $4,299-82.1% |
| Participant deferral / active EE | $6,951 | $9,865-29.5% | $9,331-25.5% | $6,507+6.8% |
| Admin fee / account holder | $1,245 | $17,692-93.0% | $16,305-92.4% | $12,624-90.1% |