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 | $145,196 | $178,174-18.5% | $156,181-7.0% | $137,256+5.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.86% | 84.19%-71.3pp | 64.87%-52.0pp | 220.34%-207.5pp |
| Employer contribution / active EE | $862 | $4,972-82.7% | $4,294-79.9% | $4,156-79.3% |
| Participant deferral / active EE | $16,253 | $6,888+136.0% | $6,132+165.0% | $6,407+153.7% |
| Admin fee / account holder | $1,125 | $17,404-93.5% | $14,586-92.3% | $12,270-90.8% |