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 | $241,737 | $101,724+137.6% | $164,813+46.7% | $80,856+199.0% |
| Participation rate | 79.6% | 71.8%+7.8pp | 78.6%+1.0pp | 67.6%+12.0pp |
| Annual return | 16.46% | 16.72%-0.3pp | 69.93%-53.5pp | 35.59%-19.1pp |
| Employer contribution / active EE | $646 | $2,953-78.1% | $4,341-85.1% | $2,755-76.5% |
| Participant deferral / active EE | $7,311 | $4,477+63.3% | $6,031+21.2% | $4,296+70.2% |
| Admin fee / account holder | $1,988 | $8,227-75.8% | $12,690-84.3% | $6,918-71.3% |