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 | $90,836 | $60,349+50.5% | $74,183+22.4% | $62,891+44.4% |
| Participation rate | 83.7% | 72.7%+10.9pp | 76.6%+7.1pp | 69.3%+14.4pp |
| Annual return | 6.07% | 21.37%-15.3pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,203 | $2,856+82.2% | $3,550+46.6% | $3,203+62.5% |
| Admin fee / account holder | $12,222 | $4,261+186.8% | $5,586+118.8% | $4,296+184.5% |