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 | $133,558 | $98,240+36.0% | $82,313+62.3% | $147,584-9.5% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 9.65% | 30.85%-21.2pp | 25.88%-16.2pp | 578.55%-568.9pp |
| Employer contribution / active EE | $109 | $3,192-96.6% | $2,428-95.5% | $4,876-97.8% |
| Participant deferral / active EE | $5,928 | $4,383+35.2% | $3,706+60.0% | $5,439+9.0% |
| Admin fee / account holder | $1,688 | $8,563-80.3% | $5,608-69.9% | $10,885-84.5% |