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 | $122,599 | $78,422+56.3% | $95,952+27.8% | $79,858+53.5% |
| Participation rate | 71.6% | 73.5%-1.9pp | 77.1%-5.5pp | 69.6%+2.0pp |
| Annual return | 10.48% | 19.37%-8.9pp | 91.61%-81.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $462 | $1,945-76.2% | $2,541-81.8% | $2,471-81.3% |
| Participant deferral / active EE | $3,097 | $3,440-10.0% | $4,167-25.7% | $3,740-17.2% |
| Admin fee / account holder | $14,599 | $5,622+159.7% | $6,795+114.8% | $5,306+175.1% |