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 | $156,508 | $95,453+64.0% | $112,040+39.7% | $82,448+89.8% |
| Participation rate | 79.4% | 72.8%+6.7pp | 76.5%+2.9pp | 68.1%+11.3pp |
| Annual return | 14.45% | 23.92%-9.5pp | 24.52%-10.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $584 | $2,318-74.8% | $2,954-80.2% | $2,551-77.1% |
| Participant deferral / active EE | $4,115 | $4,224-2.6% | $5,098-19.3% | $4,139-0.6% |
| Admin fee / account holder | $2,161 | $9,013-76.0% | $12,098-82.1% | $7,234-70.1% |