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 | $147,972 | $94,625+56.4% | $116,228+27.3% | $84,808+74.5% |
| Participation rate | 75.4% | 70.4%+5.0pp | 74.6%+0.9pp | 68.3%+7.1pp |
| Annual return | 12.88% | 20.40%-7.5pp | 90.06%-77.2pp | 40.90%-28.0pp |
| Employer contribution / active EE | $342 | $2,347-85.4% | $2,994-88.6% | $2,631-87.0% |
| Participant deferral / active EE | $3,174 | $3,972-20.1% | $4,953-35.9% | $4,212-24.6% |
| Admin fee / account holder | $21,110 | $10,091+109.2% | $11,989+76.1% | $7,344+187.5% |