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 | $79,717 | $56,897+40.1% | $84,750-5.9% | $62,891+26.8% |
| Participation rate | 82.0% | 68.5%+13.5pp | 76.6%+5.4pp | 69.3%+12.7pp |
| Annual return | 9.70% | 6.30%+3.4pp | 22.78%-13.1pp | 20.14%-10.4pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,371 | $2,709+98.3% | $3,712+44.7% | $3,203+67.7% |
| Admin fee / account holder | $6,498 | $3,581+81.5% | $5,332+21.9% | $4,296+51.3% |