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 | $156,375 | $86,891+80.0% | $142,449+9.8% | $75,163+108.0% |
| Participation rate | 78.8% | 68.5%+10.3pp | 76.8%+2.0pp | 67.2%+11.6pp |
| Annual return | 16.08% | 23.31%-7.2pp | 19.99%-3.9pp | 160.62%-144.5pp |
| Employer contribution / active EE | $851 | $3,355-74.6% | $4,847-82.5% | $2,670-68.1% |
| Participant deferral / active EE | $3,272 | $4,938-33.7% | $6,283-47.9% | $4,125-20.7% |
| Admin fee / account holder | $2,578 | $7,299-64.7% | $10,011-74.3% | $5,651-54.4% |