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 | $203,032 | $154,117+31.7% | $129,995+56.2% | $139,434+45.6% |
| Participation rate | 84.6% | 82.0%+2.7pp | 78.5%+6.1pp | 80.3%+4.3pp |
| Annual return | 19.36% | 32.48%-13.1pp | -137.18%+156.5pp | 372.94%-353.6pp |
| Employer contribution / active EE | $715 | $5,289-86.5% | $4,320-83.4% | $4,751-84.9% |
| Participant deferral / active EE | $11,319 | $6,710+68.7% | $5,820+94.5% | $6,710+68.7% |
| Admin fee / account holder | $11,868 | $14,007-15.3% | $10,614+11.8% | $11,403+4.1% |