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 | $142,979 | $106,515+34.2% | $96,683+47.9% | $139,434+2.5% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 11.26% | 38.43%-27.2pp | 35.69%-24.4pp | 372.94%-361.7pp |
| Employer contribution / active EE | $547 | $4,103-86.7% | $3,737-85.3% | $4,751-88.5% |
| Participant deferral / active EE | $2,032 | $5,454-62.7% | $4,878-58.3% | $6,710-69.7% |
| Admin fee / account holder | $3,837 | $7,877-51.3% | $6,730-43.0% | $11,403-66.4% |