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 | $57,591 | $48,076+19.8% | $78,689-26.8% | $62,891-8.4% |
| Participation rate | 82.9% | 65.2%+17.6pp | 73.6%+9.3pp | 69.3%+13.6pp |
| Annual return | 7.15% | 31.35%-24.2pp | 62.18%-55.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,840 | $2,588+125.7% | $3,517+66.1% | $3,203+82.3% |
| Admin fee / account holder | $1,302 | $3,207-59.4% | $4,510-71.1% | $4,296-69.7% |