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 | $89,295 | $63,346+41.0% | $92,233-3.2% | $70,131+27.3% |
| Participation rate | 88.2% | 68.7%+19.6pp | 76.5%+11.8pp | 69.5%+18.7pp |
| Annual return | 19.01% | 530.12%-511.1pp | 176.28%-157.3pp | 73.14%-54.1pp |
| Employer contribution / active EE | $473 | $2,471-80.9% | $3,679-87.1% | $2,342-79.8% |
| Participant deferral / active EE | $3,332 | $2,854+16.7% | $3,897-14.5% | $3,3320% |
| Admin fee / account holder | $1,409 | $3,840-63.3% | $5,194-72.9% | $4,645-69.7% |