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 | $100,769 | $83,337+20.9% | $67,834+48.6% | $273,961-63.2% |
| Participation rate | 75.0% | 76.4%-1.4pp | 68.8%+6.2pp | 83.0%-8.0pp |
| Annual return | 178.08% | 259.45%-81.4pp | 138.47%+39.6pp | 41.45%+136.6pp |
| Employer contribution / active EE | $459 | $3,287-86.0% | $2,403-80.9% | $4,869-90.6% |
| Participant deferral / active EE | $1,981 | $4,088-51.5% | $3,160-37.3% | $5,287-62.5% |
| Admin fee / account holder | $973 | $6,752-85.6% | $4,622-79.0% | $10,132-90.4% |