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 | $163,927 | $148,978+10.0% | $200,582-18.3% | $84,808+93.3% |
| Participation rate | 81.5% | 84.2%-2.7pp | 86.9%-5.4pp | 68.3%+13.2pp |
| Annual return | 18.92% | 28.16%-9.2pp | 42.33%-23.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $787 | $4,815-83.7% | $6,419-87.7% | $2,631-70.1% |
| Participant deferral / active EE | $4,942 | $7,142-30.8% | $9,331-47.0% | $4,212+17.3% |
| Admin fee / account holder | $7,289 | $13,977-47.9% | $16,305-55.3% | $7,344-0.7% |