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 | $104,755 | $77,314+35.5% | $177,989-41.1% | $80,856+29.6% |
| Participation rate | 96.5% | 65.7%+30.8pp | 77.1%+19.4pp | 67.6%+28.9pp |
| Annual return | 11.87% | 18.09%-6.2pp | 294.48%-282.6pp | 35.59%-23.7pp |
| Employer contribution / active EE | $357 | $2,292-84.4% | $3,949-91.0% | $2,755-87.0% |
| Participant deferral / active EE | $4,137 | $4,411-6.2% | $6,276-34.1% | $4,296-3.7% |
| Admin fee / account holder | $6,621 | $7,191-7.9% | $10,363-36.1% | $6,918-4.3% |