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 | $89,540 | $99,985-10.4% | $146,665-38.9% | $85,850+4.3% |
| Participation rate | 86.4% | 73.1%+13.3pp | 80.1%+6.3pp | 69.3%+17.0pp |
| Annual return | 11.26% | 18.93%-7.7pp | 22.74%-11.5pp | 318.53%-307.3pp |
| Employer contribution / active EE | $615 | $2,559-75.9% | $4,136-85.1% | $2,565-76.0% |
| Participant deferral / active EE | $3,687 | $4,006-8.0% | $5,506-33.0% | $3,952-6.7% |
| Admin fee / account holder | $15,097 | $7,702+96.0% | $10,280+46.9% | $6,260+141.2% |