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 8-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 | $125,210 | $79,944+56.6% | $98,439+27.2% | $75,163+66.6% |
| Participation rate | 98.1% | 70.4%+27.7pp | 75.2%+22.9pp | 67.2%+30.9pp |
| Annual return | 14.75% | 19.75%-5.0pp | 21.16%-6.4pp | 160.62%-145.9pp |
| Employer contribution / active EE | $442 | $2,264-80.5% | $3,048-85.5% | $2,670-83.4% |
| Participant deferral / active EE | $4,817 | $3,752+28.4% | $4,738+1.7% | $4,125+16.8% |
| Admin fee / account holder | $3,109 | $6,840-54.6% | $8,948-65.3% | $5,651-45.0% |