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 | $117,520 | $81,208+44.7% | $98,907+18.8% | $79,858+47.2% |
| Participation rate | 80.9% | 72.5%+8.3pp | 76.0%+4.8pp | 69.6%+11.2pp |
| Annual return | 13.09% | 60.99%-47.9pp | 196.43%-183.3pp | 31.71%-18.6pp |
| Employer contribution / active EE | $306 | $1,960-84.4% | $2,689-88.6% | $2,471-87.6% |
| Participant deferral / active EE | $2,817 | $3,265-13.7% | $4,244-33.6% | $3,740-24.7% |
| Admin fee / account holder | $1,208 | $6,013-79.9% | $6,642-81.8% | $5,306-77.2% |