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 | $63,883 | $77,634-17.7% | $156,549-59.2% | $62,891+1.6% |
| Participation rate | 74.1% | 71.2%+2.9pp | 84.0%-9.9pp | 69.3%+4.8pp |
| Annual return | 7.80% | 50.32%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $26 | $3,444-99.2% | $5,501-99.5% | $2,281-98.8% |
| Participant deferral / active EE | $4,065 | $3,045+33.5% | $4,871-16.5% | $3,203+26.9% |
| Admin fee / account holder | $1,112 | $5,561-80.0% | $13,027-91.5% | $4,296-74.1% |