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 | $175,267 | $167,484+4.6% | $151,611+15.6% | $134,475+30.3% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | 13.72% | 7.80%+5.9pp | 3.33%+10.4pp | 417.96%-404.2pp |
| Employer contribution / active EE | $1,272 | $6,829-81.4% | $6,166-79.4% | $4,740-73.2% |
| Participant deferral / active EE | $7,100 | $8,986-21.0% | $8,363-15.1% | $6,400+10.9% |
| Admin fee / account holder | $69,004 | $13,783+400.7% | $11,616+494.0% | $11,426+503.9% |