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 | $95,803+63.4% | $113,168+38.3% | $84,808+84.5% |
| Participation rate | 79.4% | 72.9%+6.5pp | 76.6%+2.8pp | 68.3%+11.1pp |
| Annual return | 14.45% | 25.00%-10.6pp | 24.27%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $584 | $2,360-75.3% | $2,975-80.4% | $2,631-77.8% |
| Participant deferral / active EE | $4,115 | $4,242-3.0% | $5,107-19.4% | $4,212-2.3% |
| Admin fee / account holder | $2,161 | $8,989-76.0% | $12,068-82.1% | $7,344-70.6% |