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 | $71,976 | $110,257-34.7% | $96,544-25.4% | $139,434-48.4% |
| Participation rate | 76.9% | 78.1%-1.2pp | 76.0%+1.0pp | 80.3%-3.4pp |
| Annual return | 24.12% | 26.32%-2.2pp | 25.84%-1.7pp | 372.94%-348.8pp |
| Employer contribution / active EE | $633 | $3,620-82.5% | $2,965-78.7% | $4,751-86.7% |
| Participant deferral / active EE | $3,324 | $5,548-40.1% | $4,851-31.5% | $6,710-50.5% |
| Admin fee / account holder | $90,986 | $11,591+685.0% | $8,252+1002.5% | $11,403+697.9% |