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 | $200,963 | $110,257+82.3% | $96,544+108.2% | $139,434+44.1% |
| Participation rate | 95.7% | 78.1%+17.6pp | 76.0%+19.7pp | 80.3%+15.3pp |
| Annual return | 12.41% | 26.32%-13.9pp | 25.84%-13.4pp | 372.94%-360.5pp |
| Employer contribution / active EE | $681 | $3,620-81.2% | $2,965-77.0% | $4,751-85.7% |
| Participant deferral / active EE | $7,576 | $5,548+36.6% | $4,851+56.2% | $6,710+12.9% |
| Admin fee / account holder | $30,470 | $11,591+162.9% | $8,252+269.2% | $11,403+167.2% |