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 | $138,163 | $96,557+43.1% | $80,975+70.6% | $273,961-49.6% |
| Participation rate | 77.8% | 79.1%-1.3pp | 75.8%+2.0pp | 83.0%-5.2pp |
| Annual return | 5.77% | 15.14%-9.4pp | 17.10%-11.3pp | 41.45%-35.7pp |
| Employer contribution / active EE | $267 | $4,868-94.5% | $3,714-92.8% | $4,869-94.5% |
| Participant deferral / active EE | $7,759 | $6,598+17.6% | $5,696+36.2% | $5,287+46.7% |
| Admin fee / account holder | $2,192 | $7,492-70.7% | $5,516-60.3% | $10,132-78.4% |