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 | $195,162 | $94,625+106.2% | $116,228+67.9% | $84,808+130.1% |
| Participation rate | 79.0% | 70.4%+8.6pp | 74.6%+4.5pp | 68.3%+10.7pp |
| Annual return | 16.75% | 20.40%-3.7pp | 90.06%-73.3pp | 40.90%-24.1pp |
| Employer contribution / active EE | $349 | $2,347-85.1% | $2,994-88.3% | $2,631-86.7% |
| Participant deferral / active EE | $2,796 | $3,972-29.6% | $4,953-43.5% | $4,212-33.6% |
| Admin fee / account holder | $16,235 | $10,091+60.9% | $11,989+35.4% | $7,344+121.1% |