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 | $126,520 | $101,724+24.4% | $164,813-23.2% | $80,856+56.5% |
| Participation rate | 76.3% | 71.8%+4.5pp | 78.6%-2.3pp | 67.6%+8.7pp |
| Annual return | 12.36% | 16.72%-4.4pp | 69.93%-57.6pp | 35.59%-23.2pp |
| Employer contribution / active EE | $797 | $2,953-73.0% | $4,341-81.6% | $2,755-71.1% |
| Participant deferral / active EE | $6,118 | $4,477+36.6% | $6,031+1.4% | $4,296+42.4% |
| Admin fee / account holder | $31,107 | $8,227+278.1% | $12,690+145.1% | $6,918+349.7% |