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 | $104,754 | $58,523+79.0% | $99,443+5.3% | $72,985+43.5% |
| Participation rate | 73.1% | 64.6%+8.4pp | 73.8%-0.8pp | 69.5%+3.6pp |
| Annual return | 19.39% | 28.51%-9.1pp | 30.72%-11.3pp | 81.00%-61.6pp |
| Employer contribution / active EE | $68 | $1,512-95.5% | $2,540-97.3% | $2,440-97.2% |
| Participant deferral / active EE | $5,546 | $2,606+112.8% | $3,619+53.2% | $3,607+53.7% |
| Admin fee / account holder | $3,319 | $4,102-19.1% | $6,250-46.9% | $5,124-35.2% |