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 | $94,416 | $56,897+65.9% | $84,750+11.4% | $62,891+50.1% |
| Participation rate | 92.7% | 68.5%+24.2pp | 76.6%+16.1pp | 69.3%+23.4pp |
| Annual return | 7.68% | 6.30%+1.4pp | 22.78%-15.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $350 | $2,400-85.4% | $3,574-90.2% | $2,281-84.7% |
| Participant deferral / active EE | $5,041 | $2,709+86.1% | $3,712+35.8% | $3,203+57.4% |
| Admin fee / account holder | $8,124 | $3,581+126.9% | $5,332+52.4% | $4,296+89.1% |