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 | $79,627 | $87,841-9.4% | $133,980-40.6% | $62,891+26.6% |
| Participation rate | 95.7% | 83.4%+12.3pp | 87.1%+8.6pp | 69.3%+26.4pp |
| Annual return | 7.50% | 12.05%-4.6pp | 29.30%-21.8pp | 20.14%-12.6pp |
| Employer contribution / active EE | $90 | $3,483-97.4% | $5,211-98.3% | $2,281-96.1% |
| Participant deferral / active EE | $7,043 | $4,812+46.4% | $6,282+12.1% | $3,203+119.9% |
| Admin fee / account holder | $4,351 | $5,371-19.0% | $9,324-53.3% | $4,296+1.3% |