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 8-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 | $99,561 | $125,758-20.8% | $169,993-41.4% | $75,163+32.5% |
| Participation rate | 73.2% | 83.6%-10.4pp | 87.0%-13.8pp | 67.2%+6.0pp |
| Annual return | 20.47% | 27.20%-6.7pp | 53.37%-32.9pp | 160.62%-140.1pp |
| Employer contribution / active EE | $1,376 | $4,615-70.2% | $6,785-79.7% | $2,670-48.5% |
| Participant deferral / active EE | $3,372 | $6,837-50.7% | $10,408-67.6% | $4,125-18.3% |
| Admin fee / account holder | $2,199 | $8,173-73.1% | $12,815-82.8% | $5,651-61.1% |