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 | $98,053 | $110,257-11.1% | $96,544+1.6% | $139,434-29.7% |
| Participation rate | 76.2% | 78.1%-1.9pp | 76.0%+0.2pp | 80.3%-4.1pp |
| Annual return | 14.11% | 26.32%-12.2pp | 25.84%-11.7pp | 372.94%-358.8pp |
| Employer contribution / active EE | $761 | $3,620-79.0% | $2,965-74.3% | $4,751-84.0% |
| Participant deferral / active EE | $2,766 | $5,548-50.1% | $4,851-43.0% | $6,710-58.8% |
| Admin fee / account holder | $13,335 | $11,591+15.0% | $8,252+61.6% | $11,403+16.9% |