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 | $217,189 | $127,065+70.9% | $113,168+91.9% | $142,382+52.5% |
| Participation rate | 92.9% | 79.2%+13.7pp | 76.6%+16.3pp | 80.1%+12.7pp |
| Annual return | 16.78% | 24.03%-7.3pp | 24.27%-7.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $664 | $3,442-80.7% | $2,975-77.7% | $4,299-84.5% |
| Participant deferral / active EE | $6,643 | $5,716+16.2% | $5,107+30.1% | $6,507+2.1% |
| Admin fee / account holder | $39,530 | $15,736+151.2% | $12,068+227.6% | $12,624+213.1% |