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 | $132,045 | $79,944+65.2% | $98,439+34.1% | $75,163+75.7% |
| Participation rate | 85.7% | 70.4%+15.3pp | 75.2%+10.6pp | 67.2%+18.5pp |
| Annual return | 14.80% | 19.75%-4.9pp | 21.16%-6.4pp | 160.62%-145.8pp |
| Employer contribution / active EE | $375 | $2,264-83.4% | $3,048-87.7% | $2,670-86.0% |
| Participant deferral / active EE | $3,639 | $3,752-3.0% | $4,738-23.2% | $4,125-11.8% |
| Admin fee / account holder | $4,504 | $6,840-34.1% | $8,948-49.7% | $5,651-20.3% |