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 | $142,047 | $52,279+171.7% | $89,391+58.9% | $79,858+77.9% |
| Participation rate | 84.6% | 57.5%+27.1pp | 68.0%+16.6pp | 69.6%+15.0pp |
| Annual return | 16.12% | 22.16%-6.0pp | 245.62%-229.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $167 | $1,572-89.4% | $2,586-93.5% | $2,471-93.2% |
| Participant deferral / active EE | $4,640 | $2,740+69.3% | $3,890+19.3% | $3,740+24.1% |
| Admin fee / account holder | $2,776 | $3,356-17.3% | $4,881-43.1% | $5,306-47.7% |