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 | $99,689 | $99,079+0.6% | $77,999+27.8% | $273,961-63.6% |
| Participation rate | 93.3% | 78.6%+14.8pp | 75.5%+17.8pp | 83.0%+10.3pp |
| Annual return | 7.69% | 217.93%-210.2pp | 425.96%-418.3pp | 41.45%-33.8pp |
| Employer contribution / active EE | $224 | $3,308-93.2% | $2,470-90.9% | $4,869-95.4% |
| Participant deferral / active EE | $3,105 | $4,306-27.9% | $3,497-11.2% | $5,287-41.3% |
| Admin fee / account holder | $5,063 | $8,954-43.5% | $5,480-7.6% | $10,132-50.0% |