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 | $89,545 | $101,955-12.2% | $112,887-20.7% | $71,457+25.3% |
| Participation rate | 82.1% | 82.1%0pp | 80.5%+1.6pp | 67.9%+14.2pp |
| Annual return | 26.76% | 28.92%-2.2pp | 34.10%-7.3pp | 28.85%-2.1pp |
| Employer contribution / active EE | $1,295 | $4,743-72.7% | $4,563-71.6% | $2,588-50.0% |
| Participant deferral / active EE | $4,465 | $6,771-34.1% | $6,513-31.4% | $4,289+4.1% |
| Admin fee / account holder | $7,099 | $1,395+408.9% | $7,047+0.7% | $1,587+347.2% |