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 | $114,714 | $87,841+30.6% | $133,980-14.4% | $62,891+82.4% |
| Participation rate | 86.0% | 83.4%+2.6pp | 87.1%-1.1pp | 69.3%+16.7pp |
| Annual return | 8.46% | 12.05%-3.6pp | 29.30%-20.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $12,136 | $4,812+152.2% | $6,282+93.2% | $3,203+278.9% |
| Admin fee / account holder | $3,201 | $5,371-40.4% | $9,324-65.7% | $4,296-25.5% |