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 | $121,180 | $110,257+9.9% | $96,544+25.5% | $139,434-13.1% |
| Participation rate | 76.5% | 78.1%-1.6pp | 76.0%+0.5pp | 80.3%-3.8pp |
| Annual return | 13.81% | 26.32%-12.5pp | 25.84%-12.0pp | 372.94%-359.1pp |
| Employer contribution / active EE | $380 | $3,620-89.5% | $2,965-87.2% | $4,751-92.0% |
| Participant deferral / active EE | $2,108 | $5,548-62.0% | $4,851-56.6% | $6,710-68.6% |
| Admin fee / account holder | $3,164 | $11,591-72.7% | $8,252-61.7% | $11,403-72.2% |