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 | $131,114 | $67,606+93.9% | $82,313+59.3% | $70,131+87.0% |
| Participation rate | 71.7% | 72.8%-1.1pp | 76.9%-5.2pp | 69.5%+2.1pp |
| Annual return | 15.28% | 21.57%-6.3pp | 25.88%-10.6pp | 73.14%-57.9pp |
| Employer contribution / active EE | $152 | $1,755-91.4% | $2,428-93.8% | $2,342-93.5% |
| Participant deferral / active EE | $1,835 | $2,987-38.6% | $3,706-50.5% | $3,332-44.9% |
| Admin fee / account holder | $2,438 | $4,512-46.0% | $5,608-56.5% | $4,645-47.5% |