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 | $102,727 | $123,793-17.0% | $177,821-42.2% | $79,858+28.6% |
| Participation rate | 98.4% | 84.7%+13.7pp | 87.7%+10.6pp | 69.6%+28.7pp |
| Annual return | 14.05% | 22.82%-8.8pp | 48.32%-34.3pp | 31.71%-17.7pp |
| Employer contribution / active EE | $732 | $4,095-82.1% | $5,918-87.6% | $2,471-70.4% |
| Participant deferral / active EE | $8,608 | $5,956+44.5% | $7,714+11.6% | $3,740+130.2% |
| Admin fee / account holder | $3,365 | $7,243-53.5% | $12,427-72.9% | $5,306-36.6% |