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 | $112,876 | $78,422+43.9% | $95,952+17.6% | $79,858+41.3% |
| Participation rate | 81.8% | 73.5%+8.3pp | 77.1%+4.7pp | 69.6%+12.2pp |
| Annual return | 13.76% | 19.37%-5.6pp | 91.61%-77.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $468 | $1,945-75.9% | $2,541-81.6% | $2,471-81.1% |
| Participant deferral / active EE | $4,631 | $3,440+34.6% | $4,167+11.1% | $3,740+23.8% |
| Admin fee / account holder | $24,032 | $5,622+327.5% | $6,795+253.6% | $5,306+352.9% |