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 9-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 | $128,591 | $78,422+64.0% | $95,952+34.0% | $79,858+61.0% |
| Participation rate | 70.7% | 73.5%-2.8pp | 77.1%-6.3pp | 69.6%+1.1pp |
| Annual return | 11.71% | 19.37%-7.7pp | 91.61%-79.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $443 | $1,945-77.2% | $2,541-82.6% | $2,471-82.1% |
| Participant deferral / active EE | $4,172 | $3,440+21.3% | $4,167+0.1% | $3,740+11.6% |
| Admin fee / account holder | $9,529 | $5,622+69.5% | $6,795+40.2% | $5,306+79.6% |