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 | $175,258 | $181,894-3.6% | $156,549+12.0% | $273,961-36.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.68% | 30.74%-26.1pp | 32.23%-27.5pp | 41.45%-36.8pp |
| Employer contribution / active EE | $992 | $6,248-84.1% | $5,501-82.0% | $4,869-79.6% |
| Participant deferral / active EE | $8,800 | $5,550+58.6% | $4,871+80.7% | $5,287+66.4% |
| Admin fee / account holder | $128,767 | $15,559+727.6% | $13,027+888.4% | $10,132+1170.9% |