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 | $249,294 | $69,977+256.2% | $108,579+129.6% | $62,891+296.4% |
| Participation rate | 71.4% | 72.9%-1.5pp | 79.6%-8.1pp | 69.3%+2.1pp |
| Annual return | 7.01% | 10.73%-3.7pp | -51.70%+58.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $356 | $2,135-83.3% | $3,758-90.5% | $2,281-84.4% |
| Participant deferral / active EE | $3,549 | $3,165+12.1% | $4,311-17.7% | $3,203+10.8% |
| Admin fee / account holder | $1,615 | $5,076-68.2% | $7,645-78.9% | $4,296-62.4% |