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 | $133,221 | $148,978-10.6% | $200,582-33.6% | $84,808+57.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 17.10% | 28.16%-11.1pp | 42.33%-25.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $618 | $4,815-87.2% | $6,419-90.4% | $2,631-76.5% |
| Participant deferral / active EE | $7,754 | $7,142+8.6% | $9,331-16.9% | $4,212+84.1% |
| Admin fee / account holder | $2,694 | $13,977-80.7% | $16,305-83.5% | $7,344-63.3% |