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 | $89,847 | $125,758-28.6% | $169,993-47.1% | $75,163+19.5% |
| Participation rate | 81.1% | 83.6%-2.5pp | 87.0%-5.9pp | 67.2%+13.9pp |
| Annual return | 21.82% | 27.20%-5.4pp | 53.37%-31.5pp | 160.62%-138.8pp |
| Employer contribution / active EE | $881 | $4,615-80.9% | $6,785-87.0% | $2,670-67.0% |
| Participant deferral / active EE | $3,918 | $6,837-42.7% | $10,408-62.4% | $4,125-5.0% |
| Admin fee / account holder | $11,106 | $8,173+35.9% | $12,815-13.3% | $5,651+96.5% |