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 | $91,806 | $109,359-16.1% | $162,163-43.4% | $72,985+25.8% |
| Participation rate | 81.4% | 84.3%-2.9pp | 87.6%-6.2pp | 69.5%+11.9pp |
| Annual return | 26.39% | 25.46%+0.9pp | 115.59%-89.2pp | 81.00%-54.6pp |
| Employer contribution / active EE | $1,108 | $3,907-71.6% | $5,614-80.3% | $2,440-54.6% |
| Participant deferral / active EE | $3,593 | $5,481-34.4% | $7,298-50.8% | $3,607-0.4% |
| Admin fee / account holder | $4,785 | $7,972-40.0% | $10,843-55.9% | $5,124-6.6% |