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 | $239,336 | $152,587+56.9% | $125,175+91.2% | $152,861+56.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.84% | 54.84%-38.0pp | 43.79%-26.9pp | 345.32%-328.5pp |
| Employer contribution / active EE | $720 | $4,946-85.4% | $3,865-81.4% | $4,762-84.9% |
| Participant deferral / active EE | $3,737 | $5,868-36.3% | $4,937-24.3% | $5,850-36.1% |
| Admin fee / account holder | $7,760 | $13,434-42.2% | $9,702-20.0% | $11,596-33.1% |