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 | $81,961 | $56,897+44.1% | $84,750-3.3% | $62,891+30.3% |
| Participation rate | 86.3% | 68.5%+17.7pp | 76.6%+9.7pp | 69.3%+17.0pp |
| Annual return | 7.25% | 6.30%+0.9pp | 22.78%-15.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $448 | $2,400-81.3% | $3,574-87.5% | $2,281-80.4% |
| Participant deferral / active EE | $8,961 | $2,709+230.8% | $3,712+141.4% | $3,203+179.8% |
| Admin fee / account holder | $12,783 | $3,581+257.0% | $5,332+139.7% | $4,296+197.6% |