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 | $106,456 | $148,978-28.5% | $200,582-46.9% | $84,808+25.5% |
| Participation rate | 82.4% | 84.2%-1.9pp | 86.9%-4.5pp | 68.3%+14.0pp |
| Annual return | 16.28% | 28.16%-11.9pp | 42.33%-26.1pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,042 | $4,815-78.4% | $6,419-83.8% | $2,631-60.4% |
| Participant deferral / active EE | $5,165 | $7,142-27.7% | $9,331-44.6% | $4,212+22.6% |
| Admin fee / account holder | $3,221 | $13,977-77.0% | $16,305-80.2% | $7,344-56.1% |