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 | $229,498 | $148,534+54.5% | $135,903+68.9% | $139,434+64.6% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 20.38% | 79.19%-58.8pp | 68.23%-47.8pp | 372.94%-352.6pp |
| Employer contribution / active EE | $769 | $5,243-85.3% | $4,856-84.2% | $4,751-83.8% |
| Participant deferral / active EE | $3,077 | $8,100-62.0% | $7,758-60.3% | $6,710-54.1% |
| Admin fee / account holder | $1,082 | $12,400-91.3% | $10,762-89.9% | $11,403-90.5% |