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 | $95,759 | $65,365+46.5% | $92,893+3.1% | $72,985+31.2% |
| Participation rate | 93.2% | 68.3%+24.9pp | 76.0%+17.2pp | 69.5%+23.7pp |
| Annual return | 21.51% | 42.10%-20.6pp | 109.41%-87.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $401 | $2,594-84.5% | $3,653-89.0% | $2,440-83.6% |
| Participant deferral / active EE | $4,034 | $3,128+28.9% | $4,236-4.8% | $3,607+11.8% |
| Admin fee / account holder | $10,136 | $4,251+138.4% | $5,794+74.9% | $5,124+97.8% |