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 | $108,916 | $109,359-0.4% | $162,163-32.8% | $72,985+49.2% |
| Participation rate | 87.5% | 84.3%+3.2pp | 87.6%-0.1pp | 69.5%+18.0pp |
| Annual return | 19.01% | 25.46%-6.4pp | 115.59%-96.6pp | 81.00%-62.0pp |
| Employer contribution / active EE | $890 | $3,907-77.2% | $5,614-84.1% | $2,440-63.5% |
| Participant deferral / active EE | $5,322 | $5,481-2.9% | $7,298-27.1% | $3,607+47.5% |
| Admin fee / account holder | $3,576 | $7,972-55.1% | $10,843-67.0% | $5,124-30.2% |