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 | $88,268 | $109,413-19.3% | $156,263-43.5% | $84,808+4.1% |
| Participation rate | 74.3% | 72.7%+1.6pp | 78.9%-4.6pp | 68.3%+6.0pp |
| Annual return | 15.70% | 20.18%-4.5pp | 59.47%-43.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $608 | $2,907-79.1% | $4,333-86.0% | $2,631-76.9% |
| Participant deferral / active EE | $8,902 | $4,590+94.0% | $6,158+44.6% | $4,212+111.4% |
| Admin fee / account holder | $5,697 | $9,357-39.1% | $14,255-60.0% | $7,344-22.4% |