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 | $94,510 | $109,881-14.0% | $150,045-37.0% | $84,808+11.4% |
| Participation rate | 85.1% | 76.1%+9.0pp | 82.3%+2.8pp | 68.3%+16.8pp |
| Annual return | 18.93% | 28.25%-9.3pp | 62.55%-43.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $724 | $3,561-79.7% | $4,693-84.6% | $2,631-72.5% |
| Participant deferral / active EE | $3,281 | $6,636-50.6% | $7,997-59.0% | $4,212-22.1% |
| Admin fee / account holder | $1,216 | $8,568-85.8% | $13,435-91.0% | $7,344-83.4% |