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 | $109,327 | $73,933+47.9% | $96,683+13.1% | $75,163+45.5% |
| Participation rate | 86.4% | 66.4%+19.9pp | 74.3%+12.0pp | 67.2%+19.2pp |
| Annual return | 14.18% | 26.70%-12.5pp | 35.69%-21.5pp | 160.62%-146.4pp |
| Employer contribution / active EE | $305 | $2,928-89.6% | $3,737-91.8% | $2,670-88.6% |
| Participant deferral / active EE | $6,273 | $3,659+71.4% | $4,878+28.6% | $4,125+52.1% |
| Admin fee / account holder | $12,242 | $5,216+134.7% | $6,730+81.9% | $5,651+116.6% |