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 | $75,069 | $87,841-14.5% | $133,980-44.0% | $62,891+19.4% |
| Participation rate | 88.6% | 83.4%+5.3pp | 87.1%+1.6pp | 69.3%+19.3pp |
| Annual return | 9.88% | 12.05%-2.2pp | 29.30%-19.4pp | 20.14%-10.3pp |
| Employer contribution / active EE | $970 | $3,483-72.1% | $5,211-81.4% | $2,281-57.5% |
| Participant deferral / active EE | $2,872 | $4,812-40.3% | $6,282-54.3% | $3,203-10.3% |
| Admin fee / account holder | $1,841 | $5,371-65.7% | $9,324-80.3% | $4,296-57.1% |