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 | $61,150 | $60,349+1.3% | $74,183-17.6% | $62,891-2.8% |
| Participation rate | 83.3% | 72.7%+10.6pp | 76.6%+6.7pp | 69.3%+14.0pp |
| Annual return | 7.77% | 21.37%-13.6pp | 17.74%-10.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $232 | $1,680-86.2% | $2,370-90.2% | $2,281-89.8% |
| Participant deferral / active EE | $4,509 | $2,856+57.9% | $3,550+27.0% | $3,203+40.8% |
| Admin fee / account holder | $3,789 | $4,261-11.1% | $5,586-32.2% | $4,296-11.8% |