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 | $102,740 | $63,355+62.2% | $91,989+11.7% | $72,985+40.8% |
| Participation rate | 90.7% | 72.5%+18.2pp | 78.6%+12.1pp | 69.5%+21.3pp |
| Annual return | 25.30% | 35.35%-10.0pp | 69.02%-43.7pp | 81.00%-55.7pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,748 | $4,883+79.1% | $5,923+47.7% | $3,607+142.5% |
| Admin fee / account holder | $2,011 | $4,668-56.9% | $7,743-74.0% | $5,124-60.8% |