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 | $117,031 | $78,422+49.2% | $95,952+22.0% | $79,858+46.5% |
| Participation rate | 75.6% | 73.5%+2.1pp | 77.1%-1.5pp | 69.6%+5.9pp |
| Annual return | 11.77% | 19.37%-7.6pp | 91.61%-79.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $336 | $1,945-82.7% | $2,541-86.8% | $2,471-86.4% |
| Participant deferral / active EE | $2,679 | $3,440-22.1% | $4,167-35.7% | $3,740-28.4% |
| Admin fee / account holder | $26,864 | $5,622+377.8% | $6,795+295.3% | $5,306+406.3% |