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 | $82,408 | $79,944+3.1% | $98,439-16.3% | $75,163+9.6% |
| Participation rate | 79.6% | 70.4%+9.3pp | 75.2%+4.5pp | 67.2%+12.4pp |
| Annual return | 16.40% | 19.75%-3.4pp | 21.16%-4.8pp | 160.62%-144.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,582 | $3,752+22.1% | $4,738-3.3% | $4,125+11.1% |
| Admin fee / account holder | $10,457 | $6,840+52.9% | $8,948+16.9% | $5,651+85.0% |