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 | $95,920 | $72,012+33.2% | $185,823-48.4% | $79,858+20.1% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 14.96% | 23.12%-8.2pp | 35.95%-21.0pp | 31.71%-16.8pp |
| Employer contribution / active EE | $78 | $1,965-96.0% | $4,087-98.1% | $2,471-96.9% |
| Participant deferral / active EE | $8,799 | $3,779+132.9% | $5,632+56.2% | $3,740+135.3% |
| Admin fee / account holder | $6,048 | $4,513+34.0% | $9,500-36.3% | $5,306+14.0% |