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 | $110,255 | $142,424-22.6% | $100,534+9.7% | $74,304+48.4% |
| Participation rate | 86.6% | 79.6%+7.0pp | 80.6%+6.0pp | 60.3%+26.2pp |
| Annual return | 15.95% | 27.53%-11.6pp | 32.66%-16.7pp | 29.43%-13.5pp |
| Employer contribution / active EE | $1,447 | $5,555-74.0% | $4,346-66.7% | $2,241-35.4% |
| Participant deferral / active EE | $4,513 | $8,247-45.3% | $6,144-26.5% | $3,767+19.8% |
| Admin fee / account holder | $9,510 | $1,986+379.0% | $7,654+24.2% | $2,969+220.3% |