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 | $94,410 | $103,376-8.7% | $87,100+8.4% | $152,861-38.2% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 13.46% | 28.10%-14.6pp | 28.19%-14.7pp | 345.32%-331.9pp |
| Employer contribution / active EE | $376 | $3,220-88.3% | $2,521-85.1% | $4,762-92.1% |
| Participant deferral / active EE | $1,545 | $4,778-67.7% | $4,049-61.9% | $5,850-73.6% |
| Admin fee / account holder | $2,541 | $12,205-79.2% | $7,497-66.1% | $11,596-78.1% |