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 | $137,410 | $88,707+54.9% | $74,183+85.2% | $273,961-49.8% |
| Participation rate | 84.2% | 79.4%+4.8pp | 76.6%+7.6pp | 83.0%+1.2pp |
| Annual return | 4.41% | 11.94%-7.5pp | 17.74%-13.3pp | 41.45%-37.0pp |
| Employer contribution / active EE | $472 | $3,159-85.1% | $2,370-80.1% | $4,869-90.3% |
| Participant deferral / active EE | $4,584 | $4,212+8.8% | $3,550+29.1% | $5,287-13.3% |
| Admin fee / account holder | $12,844 | $8,717+47.4% | $5,586+130.0% | $10,132+26.8% |