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 | $225,349 | $177,572+26.9% | $154,803+45.6% | $142,382+58.3% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 16.92% | 65.07%-48.2pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $408 | $4,810-91.5% | $4,305-90.5% | $4,299-90.5% |
| Participant deferral / active EE | $2,089 | $6,272-66.7% | $5,540-62.3% | $6,507-67.9% |
| Admin fee / account holder | $25,785 | $16,786+53.6% | $14,329+79.9% | $12,624+104.3% |