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 | $123,572 | $112,881+9.5% | $90,951+35.9% | $158,922-22.2% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 33.54% | 215.79%-182.3pp | 134.60%-101.1pp | 302.83%-269.3pp |
| Employer contribution / active EE | $192 | $2,893-93.4% | $2,122-91.0% | $4,761-96.0% |
| Participant deferral / active EE | $3,361 | $4,128-18.6% | $3,373-0.4% | $5,982-43.8% |
| Admin fee / account holder | $1,398 | $8,041-82.6% | $5,959-76.5% | $11,246-87.6% |