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 | $215,714 | $88,042+145.0% | $138,135+56.2% | $79,858+170.1% |
| Participation rate | 93.2% | 71.4%+21.8pp | 78.7%+14.5pp | 69.6%+23.5pp |
| Annual return | 16.01% | 20.58%-4.6pp | 20.51%-4.5pp | 31.71%-15.7pp |
| Employer contribution / active EE | $696 | $3,103-77.6% | $5,587-87.5% | $2,471-71.8% |
| Participant deferral / active EE | $5,470 | $4,704+16.3% | $6,431-14.9% | $3,740+46.3% |
| Admin fee / account holder | $1,506 | $7,791-80.7% | $11,856-87.3% | $5,306-71.6% |