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 | $168,196 | $152,460+10.3% | $118,746+41.6% | $147,584+14.0% |
| Participation rate | 73.3% | 82.3%-8.9pp | 78.3%-4.9pp | 82.8%-9.5pp |
| Annual return | 12.03% | 17.41%-5.4pp | 24.54%-12.5pp | 578.55%-566.5pp |
| Employer contribution / active EE | $418 | $5,046-91.7% | $4,193-90.0% | $4,876-91.4% |
| Participant deferral / active EE | $3,923 | $6,212-36.8% | $5,332-26.4% | $5,439-27.9% |
| Admin fee / account holder | $7,997 | $16,953-52.8% | $10,720-25.4% | $10,885-26.5% |