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 | $81,537 | $98,750-17.4% | $149,696-45.5% | $79,858+2.1% |
| Participation rate | 80.7% | 75.8%+4.9pp | 82.5%-1.8pp | 69.6%+11.1pp |
| Annual return | 18.29% | 27.43%-9.1pp | 276.60%-258.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $494 | $3,216-84.6% | $4,644-89.4% | $2,471-80.0% |
| Participant deferral / active EE | $4,560 | $5,680-19.7% | $6,842-33.4% | $3,740+21.9% |
| Admin fee / account holder | $3,352 | $6,053-44.6% | $9,309-64.0% | $5,306-36.8% |