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 | $94,613 | $99,341-4.8% | $84,750+11.6% | $273,961-65.5% |
| Participation rate | 89.5% | 80.7%+8.8pp | 76.6%+12.9pp | 83.0%+6.5pp |
| Annual return | 4.91% | 22.93%-18.0pp | 22.78%-17.9pp | 41.45%-36.5pp |
| Employer contribution / active EE | $526 | $4,214-87.5% | $3,574-85.3% | $4,869-89.2% |
| Participant deferral / active EE | $1,660 | $4,269-61.1% | $3,712-55.3% | $5,287-68.6% |
| Admin fee / account holder | $6,448 | $6,644-3.0% | $5,332+20.9% | $10,132-36.4% |