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 | $145,688 | $89,753+62.3% | $107,525+35.5% | $84,808+71.8% |
| Participation rate | 82.1% | 68.1%+14.0pp | 75.1%+7.0pp | 68.3%+13.7pp |
| Annual return | 18.48% | 29.48%-11.0pp | 181.32%-162.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $577 | $3,113-81.5% | $3,754-84.6% | $2,631-78.1% |
| Participant deferral / active EE | $10,793 | $4,056+166.1% | $5,116+111.0% | $4,212+156.3% |
| Admin fee / account holder | $3,888 | $7,222-46.2% | $8,919-56.4% | $7,344-47.1% |