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 | $95,196 | $93,571+1.7% | $135,903-30.0% | $75,163+26.7% |
| Participation rate | 92.6% | 75.2%+17.4pp | 81.9%+10.7pp | 67.2%+25.4pp |
| Annual return | 18.24% | 30.90%-12.7pp | 68.23%-50.0pp | 160.62%-142.4pp |
| Employer contribution / active EE | $463 | $3,537-86.9% | $4,856-90.5% | $2,670-82.7% |
| Participant deferral / active EE | $8,276 | $6,404+29.2% | $7,758+6.7% | $4,125+100.6% |
| Admin fee / account holder | $3,928 | $6,975-43.7% | $10,762-63.5% | $5,651-30.5% |