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 | $135,903 | $83,477+62.8% | $125,175+8.6% | $72,985+86.2% |
| Participation rate | 92.0% | 73.3%+18.7pp | 79.8%+12.2pp | 69.5%+22.5pp |
| Annual return | 24.29% | 25.78%-1.5pp | 43.79%-19.5pp | 81.00%-56.7pp |
| Employer contribution / active EE | $479 | $2,345-79.6% | $3,865-87.6% | $2,440-80.4% |
| Participant deferral / active EE | $4,805 | $3,585+34.0% | $4,937-2.7% | $3,607+33.2% |
| Admin fee / account holder | $2,609 | $5,517-52.7% | $9,702-73.1% | $5,124-49.1% |