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 | $125,031 | $91,552+36.6% | $133,956-6.7% | $79,858+56.6% |
| Participation rate | 70.6% | 73.3%-2.8pp | 79.8%-9.3pp | 69.6%+1.0pp |
| Annual return | 15.71% | 61.85%-46.1pp | 45.09%-29.4pp | 31.71%-16.0pp |
| Employer contribution / active EE | $516 | $2,384-78.3% | $3,919-86.8% | $2,471-79.1% |
| Participant deferral / active EE | $3,407 | $3,733-8.8% | $5,048-32.5% | $3,740-8.9% |
| Admin fee / account holder | $5,409 | $6,321-14.4% | $8,927-39.4% | $5,306+1.9% |