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 | $72,458 | $85,766-15.5% | $136,294-46.8% | $70,131+3.3% |
| Participation rate | 91.3% | 74.2%+17.1pp | 81.9%+9.3pp | 69.5%+21.7pp |
| Annual return | 20.53% | 31.45%-10.9pp | 5155.94%-5135.4pp | 73.14%-52.6pp |
| Employer contribution / active EE | $217 | $2,966-92.7% | $4,695-95.4% | $2,342-90.7% |
| Participant deferral / active EE | $6,440 | $5,051+27.5% | $6,247+3.1% | $3,332+93.3% |
| Admin fee / account holder | $3,665 | $5,420-32.4% | $9,243-60.4% | $4,645-21.1% |