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 | $65,957 | $60,349+9.3% | $74,183-11.1% | $62,891+4.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.93% | 21.37%-12.4pp | 17.74%-8.8pp | 20.14%-11.2pp |
| Employer contribution / active EE | $139 | $1,680-91.7% | $2,370-94.1% | $2,281-93.9% |
| Participant deferral / active EE | $4,315 | $2,856+51.1% | $3,550+21.6% | $3,203+34.7% |
| Admin fee / account holder | $462 | $4,261-89.2% | $5,586-91.7% | $4,296-89.2% |