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 | $217,545 | $138,347+57.2% | $184,203+18.1% | $80,856+169.1% |
| Participation rate | 83.9% | 83.9%0pp | 86.8%-2.9pp | 67.6%+16.2pp |
| Annual return | 14.74% | 20.02%-5.3pp | 28.81%-14.1pp | 35.59%-20.9pp |
| Employer contribution / active EE | $743 | $4,850-84.7% | $6,427-88.4% | $2,755-73.0% |
| Participant deferral / active EE | $4,954 | $7,071-29.9% | $9,131-45.7% | $4,296+15.3% |
| Admin fee / account holder | $2,284 | $10,483-78.2% | $13,901-83.6% | $6,918-67.0% |