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 | $104,106 | $76,367+36.3% | $93,606+11.2% | $72,985+42.6% |
| Participation rate | 72.9% | 71.7%+1.2pp | 75.8%-2.9pp | 69.5%+3.4pp |
| Annual return | 44.69% | 25.82%+18.9pp | 32.76%+11.9pp | 81.00%-36.3pp |
| Employer contribution / active EE | $376 | $2,275-83.5% | $2,718-86.2% | $2,440-84.6% |
| Participant deferral / active EE | $3,548 | $3,538+0.3% | $4,069-12.8% | $3,607-1.7% |
| Admin fee / account holder | $1,908 | $6,838-72.1% | $7,888-75.8% | $5,124-62.8% |