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 | $79,962 | $56,897+40.5% | $84,750-5.6% | $62,891+27.1% |
| Participation rate | 84.4% | 68.5%+15.8pp | 76.6%+7.8pp | 69.3%+15.1pp |
| Annual return | 7.96% | 6.30%+1.7pp | 22.78%-14.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $140 | $2,400-94.2% | $3,574-96.1% | $2,281-93.8% |
| Participant deferral / active EE | $4,467 | $2,709+64.9% | $3,712+20.4% | $3,203+39.5% |
| Admin fee / account holder | $4,124 | $3,581+15.2% | $5,332-22.7% | $4,296-4.0% |