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 | $174,192 | $101,724+71.2% | $164,813+5.7% | $80,856+115.4% |
| Participation rate | 88.9% | 71.8%+17.1pp | 78.6%+10.3pp | 67.6%+21.3pp |
| Annual return | 15.31% | 16.72%-1.4pp | 69.93%-54.6pp | 35.59%-20.3pp |
| Employer contribution / active EE | $739 | $2,953-75.0% | $4,341-83.0% | $2,755-73.2% |
| Participant deferral / active EE | $4,770 | $4,477+6.5% | $6,031-20.9% | $4,296+11.0% |
| Admin fee / account holder | $22,076 | $8,227+168.3% | $12,690+74.0% | $6,918+219.1% |