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 | $112,672 | $98,750+14.1% | $149,696-24.7% | $79,858+41.1% |
| Participation rate | 71.4% | 75.8%-4.3pp | 82.5%-11.0pp | 69.6%+1.8pp |
| Annual return | 15.51% | 27.43%-11.9pp | 276.60%-261.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $260 | $3,216-91.9% | $4,644-94.4% | $2,471-89.5% |
| Participant deferral / active EE | $4,556 | $5,680-19.8% | $6,842-33.4% | $3,740+21.8% |
| Admin fee / account holder | $1,794 | $6,053-70.4% | $9,309-80.7% | $5,306-66.2% |