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 | $99,345 | $56,897+74.6% | $84,750+17.2% | $62,891+58.0% |
| Participation rate | 74.3% | 68.5%+5.7pp | 76.6%-2.3pp | 69.3%+5.0pp |
| Annual return | 5.25% | 6.30%-1.1pp | 22.78%-17.5pp | 20.14%-14.9pp |
| Employer contribution / active EE | $417 | $2,400-82.6% | $3,574-88.3% | $2,281-81.7% |
| Participant deferral / active EE | $2,326 | $2,709-14.1% | $3,712-37.3% | $3,203-27.4% |
| Admin fee / account holder | $8,871 | $3,581+147.7% | $5,332+66.4% | $4,296+106.5% |