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 | $100,322 | $74,927+33.9% | $101,794-1.4% | $84,808+18.3% |
| Participation rate | 80.0% | 61.4%+18.6pp | 69.2%+10.8pp | 68.3%+11.7pp |
| Annual return | 15.43% | 18.70%-3.3pp | 30.53%-15.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $192 | $1,522-87.4% | $2,289-91.6% | $2,631-92.7% |
| Participant deferral / active EE | $3,920 | $3,099+26.5% | $4,084-4.0% | $4,212-6.9% |
| Admin fee / account holder | $2,083 | $6,514-68.0% | $8,777-76.3% | $7,344-71.6% |