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 | $117,479 | $99,985+17.5% | $146,665-19.9% | $85,850+36.8% |
| Participation rate | 94.3% | 73.1%+21.2pp | 80.1%+14.2pp | 69.3%+25.0pp |
| Annual return | 11.84% | 18.93%-7.1pp | 22.74%-10.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $408 | $2,559-84.0% | $4,136-90.1% | $2,565-84.1% |
| Participant deferral / active EE | $5,547 | $4,006+38.5% | $5,506+0.7% | $3,952+40.4% |
| Admin fee / account holder | $3,691 | $7,702-52.1% | $10,280-64.1% | $6,260-41.0% |