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 | $79,314 | $125,758-36.9% | $169,993-53.3% | $75,163+5.5% |
| Participation rate | 81.8% | 83.6%-1.8pp | 87.0%-5.2pp | 67.2%+14.6pp |
| Annual return | 19.67% | 27.20%-7.5pp | 53.37%-33.7pp | 160.62%-141.0pp |
| Employer contribution / active EE | $1,344 | $4,615-70.9% | $6,785-80.2% | $2,670-49.7% |
| Participant deferral / active EE | $4,762 | $6,837-30.4% | $10,408-54.2% | $4,125+15.4% |
| Admin fee / account holder | $1,401 | $8,173-82.9% | $12,815-89.1% | $5,651-75.2% |