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 | $162,188 | $132,239+22.6% | $105,722+53.4% | $273,961-40.8% |
| Participation rate | 73.3% | 83.2%-9.9pp | 78.9%-5.6pp | 83.0%-9.7pp |
| Annual return | 7.70% | 10.07%-2.4pp | 12.25%-4.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $521 | $4,867-89.3% | $4,079-87.2% | $4,869-89.3% |
| Participant deferral / active EE | $4,594 | $6,233-26.3% | $5,326-13.7% | $5,287-13.1% |
| Admin fee / account holder | $18,527 | $12,032+54.0% | $8,308+123.0% | $10,132+82.9% |