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 | $86,905 | $73,933+17.5% | $96,683-10.1% | $75,163+15.6% |
| Participation rate | 93.7% | 66.4%+27.2pp | 74.3%+19.3pp | 67.2%+26.5pp |
| Annual return | 18.57% | 26.70%-8.1pp | 35.69%-17.1pp | 160.62%-142.0pp |
| Employer contribution / active EE | $713 | $2,928-75.6% | $3,737-80.9% | $2,670-73.3% |
| Participant deferral / active EE | $5,322 | $3,659+45.5% | $4,878+9.1% | $4,125+29.0% |
| Admin fee / account holder | $12,954 | $5,216+148.3% | $6,730+92.5% | $5,651+129.2% |