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 | $82,819 | $64,324+28.8% | $118,925-30.4% | $79,858+3.7% |
| Participation rate | 73.2% | 64.9%+8.3pp | 75.4%-2.2pp | 69.6%+3.5pp |
| Annual return | 11.38% | 86.45%-75.1pp | 35.88%-24.5pp | 31.71%-20.3pp |
| Employer contribution / active EE | $215 | $1,836-88.3% | $3,263-93.4% | $2,471-91.3% |
| Participant deferral / active EE | $3,516 | $2,824+24.5% | $4,265-17.6% | $3,740-6.0% |
| Admin fee / account holder | $21,883 | $4,040+441.7% | $6,581+232.5% | $5,306+312.4% |