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 | $141,088 | $80,968+74.3% | $96,544+46.1% | $75,163+87.7% |
| Participation rate | 70.4% | 71.8%-1.4pp | 76.0%-5.6pp | 67.2%+3.2pp |
| Annual return | 18.42% | 27.06%-8.6pp | 25.84%-7.4pp | 160.62%-142.2pp |
| Employer contribution / active EE | $508 | $2,282-77.8% | $2,965-82.9% | $2,670-81.0% |
| Participant deferral / active EE | $2,908 | $3,928-26.0% | $4,851-40.0% | $4,125-29.5% |
| Admin fee / account holder | $5,488 | $6,724-18.4% | $8,252-33.5% | $5,651-2.9% |