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 | $81,576 | $58,828+38.7% | $77,999+4.6% | $62,891+29.7% |
| Participation rate | 73.6% | 71.1%+2.5pp | 75.5%-1.9pp | 69.3%+4.3pp |
| Annual return | 7.57% | 17.16%-9.6pp | 425.96%-418.4pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,647 | $2,686-38.7% | $3,497-52.9% | $3,203-48.6% |
| Admin fee / account holder | $860 | $4,393-80.4% | $5,480-84.3% | $4,296-80.0% |