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 | $156,515 | $76,552+104.5% | $123,892+26.3% | $62,891+148.9% |
| Participation rate | 75.9% | 73.0%+2.9pp | 81.4%-5.5pp | 69.3%+6.6pp |
| Annual return | 6.61% | 18.68%-12.1pp | 47.52%-40.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,941 | $4,840+43.4% | $5,984+16.0% | $3,203+116.7% |
| Admin fee / account holder | $3,344 | $4,826-30.7% | $8,357-60.0% | $4,296-22.1% |