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 | $160,690 | $91,552+75.5% | $133,956+20.0% | $79,858+101.2% |
| Participation rate | 70.3% | 73.3%-3.1pp | 79.8%-9.6pp | 69.6%+0.6pp |
| Annual return | 12.31% | 61.85%-49.5pp | 45.09%-32.8pp | 31.71%-19.4pp |
| Employer contribution / active EE | $448 | $2,384-81.2% | $3,919-88.6% | $2,471-81.9% |
| Participant deferral / active EE | $8,517 | $3,733+128.1% | $5,048+68.7% | $3,740+127.7% |
| Admin fee / account holder | $23,533 | $6,321+272.3% | $8,927+163.6% | $5,306+343.5% |