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 | $214,357 | $159,602+34.3% | $150,045+42.9% | $142,382+50.5% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 14.75% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $592 | $4,961-88.1% | $4,693-87.4% | $4,299-86.2% |
| Participant deferral / active EE | $5,852 | $8,310-29.6% | $7,997-26.8% | $6,507-10.1% |
| Admin fee / account holder | $5,882 | $14,846-60.4% | $13,435-56.2% | $12,624-53.4% |