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 | $140,542 | $100,754+39.5% | $86,677+62.1% | $134,475+4.5% |
| Participation rate | 73.3% | 78.9%-5.6pp | 76.6%-3.2pp | 81.2%-7.9pp |
| Annual return | 6.41% | 29.04%-22.6pp | 35.91%-29.5pp | 417.96%-411.6pp |
| Employer contribution / active EE | $724 | $3,489-79.2% | $2,836-74.5% | $4,740-84.7% |
| Participant deferral / active EE | $7,290 | $5,338+36.6% | $4,656+56.6% | $6,400+13.9% |
| Admin fee / account holder | $4,643 | $10,926-57.5% | $7,493-38.0% | $11,426-59.4% |