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 | $100,486 | $99,341+1.2% | $84,750+18.6% | $273,961-63.3% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 13.09% | 22.93%-9.8pp | 22.78%-9.7pp | 41.45%-28.4pp |
| Employer contribution / active EE | $510 | $4,214-87.9% | $3,574-85.7% | $4,869-89.5% |
| Participant deferral / active EE | $4,883 | $4,269+14.4% | $3,712+31.6% | $5,287-7.6% |
| Admin fee / account holder | $1,383 | $6,644-79.2% | $5,332-74.1% | $10,132-86.3% |