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 | $77,913 | $65,365+19.2% | $92,893-16.1% | $72,985+6.8% |
| Participation rate | 73.1% | 68.3%+4.8pp | 76.0%-2.9pp | 69.5%+3.6pp |
| Annual return | 17.76% | 42.10%-24.3pp | 109.41%-91.7pp | 81.00%-63.2pp |
| Employer contribution / active EE | $33 | $2,594-98.7% | $3,653-99.1% | $2,440-98.6% |
| Participant deferral / active EE | $3,710 | $3,128+18.6% | $4,236-12.4% | $3,607+2.9% |
| Admin fee / account holder | $2,550 | $4,251-40.0% | $5,794-56.0% | $5,124-50.2% |