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 | $86,496 | $45,073+91.9% | $69,455+24.5% | $72,985+18.5% |
| Participation rate | 92.3% | 68.5%+23.8pp | 74.6%+17.7pp | 69.5%+22.8pp |
| Annual return | 13.51% | 22.65%-9.1pp | 28.97%-15.5pp | 81.00%-67.5pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,247 | $2,602+178.6% | $3,535+105.0% | $3,607+100.9% |
| Admin fee / account holder | $5,010 | $3,056+64.0% | $3,839+30.5% | $5,124-2.2% |