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 | $152,865 | $108,825+40.5% | $156,181-2.1% | $82,448+85.4% |
| Participation rate | 73.3% | 72.4%+1.0pp | 78.8%-5.5pp | 68.1%+5.3pp |
| Annual return | 17.55% | 20.59%-3.0pp | 64.87%-47.3pp | 41.64%-24.1pp |
| Employer contribution / active EE | $540 | $2,870-81.2% | $4,294-87.4% | $2,551-78.8% |
| Participant deferral / active EE | $5,671 | $4,577+23.9% | $6,132-7.5% | $4,139+37.0% |
| Admin fee / account holder | $14,508 | $9,341+55.3% | $14,586-0.5% | $7,234+100.5% |