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 | $209,163 | $110,257+89.7% | $96,544+116.7% | $139,434+50.0% |
| Participation rate | 70.0% | 78.1%-8.1pp | 76.0%-6.0pp | 80.3%-10.3pp |
| Annual return | 15.47% | 26.32%-10.8pp | 25.84%-10.4pp | 372.94%-357.5pp |
| Employer contribution / active EE | $498 | $3,620-86.3% | $2,965-83.2% | $4,751-89.5% |
| Participant deferral / active EE | $2,488 | $5,548-55.2% | $4,851-48.7% | $6,710-62.9% |
| Admin fee / account holder | $933 | $11,591-92.0% | $8,252-88.7% | $11,403-91.8% |