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 6-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 | $129,487 | $138,347-6.4% | $184,203-29.7% | $80,856+60.1% |
| Participation rate | 81.6% | 83.9%-2.2pp | 86.8%-5.2pp | 67.6%+14.0pp |
| Annual return | 38.94% | 20.02%+18.9pp | 28.81%+10.1pp | 35.59%+3.3pp |
| Employer contribution / active EE | $1,369 | $4,850-71.8% | $6,427-78.7% | $2,755-50.3% |
| Participant deferral / active EE | $13,879 | $7,071+96.3% | $9,131+52.0% | $4,296+223.1% |
| Admin fee / account holder | $3,237 | $10,483-69.1% | $13,901-76.7% | $6,918-53.2% |