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 | $144,641 | $181,894-20.5% | $156,549-7.6% | $273,961-47.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.40% | 30.74%-20.3pp | 32.23%-21.8pp | 41.45%-31.1pp |
| Employer contribution / active EE | $1,220 | $6,248-80.5% | $5,501-77.8% | $4,869-74.9% |
| Participant deferral / active EE | $7,456 | $5,550+34.3% | $4,871+53.1% | $5,287+41.0% |
| Admin fee / account holder | $3,138 | $15,559-79.8% | $13,027-75.9% | $10,132-69.0% |