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 | $95,339 | $125,758-24.2% | $169,993-43.9% | $75,163+26.8% |
| Participation rate | 87.2% | 83.6%+3.6pp | 87.0%+0.2pp | 67.2%+20.0pp |
| Annual return | 19.31% | 27.20%-7.9pp | 53.37%-34.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $874 | $4,615-81.1% | $6,785-87.1% | $2,670-67.3% |
| Participant deferral / active EE | $5,963 | $6,837-12.8% | $10,408-42.7% | $4,125+44.6% |
| Admin fee / account holder | $5,336 | $8,173-34.7% | $12,815-58.4% | $5,651-5.6% |