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 | $139,304 | $75,183+85.3% | $123,892+12.4% | $55,167+152.5% |
| Participation rate | 90.0% | 72.8%+17.2pp | 81.4%+8.6pp | 69.0%+21.0pp |
| Annual return | 6.96% | 19.01%-12.0pp | 47.52%-40.6pp | 169.23%-162.3pp |
| Employer contribution / active EE | $140 | $2,823-95.0% | $4,617-97.0% | $1,963-92.9% |
| Participant deferral / active EE | $6,816 | $5,084+34.0% | $5,984+13.9% | $3,054+123.2% |
| Admin fee / account holder | $13,836 | $663+1988.3% | $8,357+65.6% | $504+2645.8% |