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 | $93,751 | $69,977+34.0% | $108,579-13.7% | $62,891+49.1% |
| Participation rate | 73.1% | 72.9%+0.2pp | 79.6%-6.5pp | 69.3%+3.8pp |
| Annual return | 7.75% | 10.73%-3.0pp | -51.70%+59.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $404 | $2,135-81.1% | $3,758-89.3% | $2,281-82.3% |
| Participant deferral / active EE | $2,827 | $3,165-10.7% | $4,311-34.4% | $3,203-11.7% |
| Admin fee / account holder | $9,697 | $5,076+91.0% | $7,645+26.8% | $4,296+125.7% |