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 | $91,880 | $99,985-8.1% | $146,665-37.4% | $85,850+7.0% |
| Participation rate | 71.1% | 73.1%-1.9pp | 80.1%-9.0pp | 69.3%+1.8pp |
| Annual return | 13.92% | 18.93%-5.0pp | 22.74%-8.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $410 | $2,559-84.0% | $4,136-90.1% | $2,565-84.0% |
| Participant deferral / active EE | $3,263 | $4,006-18.6% | $5,506-40.7% | $3,952-17.4% |
| Admin fee / account holder | $14,277 | $7,702+85.4% | $10,280+38.9% | $6,260+128.1% |