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 | $108,927 | $108,825+0.1% | $156,181-30.3% | $82,448+32.1% |
| Participation rate | 74.0% | 72.4%+1.6pp | 78.8%-4.8pp | 68.1%+5.9pp |
| Annual return | 16.60% | 20.59%-4.0pp | 64.87%-48.3pp | 41.64%-25.0pp |
| Employer contribution / active EE | $552 | $2,870-80.8% | $4,294-87.1% | $2,551-78.4% |
| Participant deferral / active EE | $2,749 | $4,577-39.9% | $6,132-55.2% | $4,139-33.6% |
| Admin fee / account holder | $5,110 | $9,341-45.3% | $14,586-65.0% | $7,234-29.4% |