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 | $181,320 | $85,766+111.4% | $136,294+33.0% | $70,131+158.5% |
| Participation rate | 89.0% | 74.2%+14.9pp | 81.9%+7.1pp | 69.5%+19.5pp |
| Annual return | 33.79% | 31.45%+2.3pp | 5155.94%-5122.1pp | 73.14%-39.3pp |
| Employer contribution / active EE | $363 | $2,966-87.8% | $4,695-92.3% | $2,342-84.5% |
| Participant deferral / active EE | $9,266 | $5,051+83.4% | $6,247+48.3% | $3,332+178.1% |
| Admin fee / account holder | $11,485 | $5,420+111.9% | $9,243+24.2% | $4,645+147.2% |