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 | $95,498 | $82,882+15.2% | $127,761-25.3% | $72,985+30.8% |
| Participation rate | 89.5% | 71.5%+18.0pp | 79.0%+10.5pp | 69.5%+20.0pp |
| Annual return | 22.68% | 32.20%-9.5pp | 26.14%-3.5pp | 81.00%-58.3pp |
| Employer contribution / active EE | $0 | $3,346-100.0% | $4,574-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,606 | $4,791-24.7% | $6,021-40.1% | $3,6070% |
| Admin fee / account holder | $7,455 | $6,487+14.9% | $9,395-20.7% | $5,124+45.5% |