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 | $124,082 | $125,758-1.3% | $169,993-27.0% | $75,163+65.1% |
| Participation rate | 72.9% | 83.6%-10.7pp | 87.0%-14.1pp | 67.2%+5.7pp |
| Annual return | 24.03% | 27.20%-3.2pp | 53.37%-29.3pp | 160.62%-136.6pp |
| Employer contribution / active EE | $791 | $4,615-82.9% | $6,785-88.3% | $2,670-70.4% |
| Participant deferral / active EE | $14,914 | $6,837+118.1% | $10,408+43.3% | $4,125+261.5% |
| Admin fee / account holder | $2,086 | $8,173-74.5% | $12,815-83.7% | $5,651-63.1% |