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 | $67,625 | $58,828+15.0% | $77,999-13.3% | $62,891+7.5% |
| Participation rate | 88.9% | 71.1%+17.8pp | 75.5%+13.4pp | 69.3%+19.6pp |
| Annual return | 8.00% | 17.16%-9.2pp | 425.96%-418.0pp | 20.14%-12.1pp |
| Employer contribution / active EE | $245 | $1,672-85.3% | $2,470-90.1% | $2,281-89.3% |
| Participant deferral / active EE | $1,664 | $2,686-38.0% | $3,497-52.4% | $3,203-48.0% |
| Admin fee / account holder | $4,156 | $4,393-5.4% | $5,480-24.2% | $4,296-3.2% |