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 | $91,813 | $58,828+56.1% | $77,999+17.7% | $62,891+46.0% |
| Participation rate | 77.8% | 71.1%+6.7pp | 75.5%+2.3pp | 69.3%+8.5pp |
| Annual return | 7.88% | 17.16%-9.3pp | 425.96%-418.1pp | 20.14%-12.3pp |
| Employer contribution / active EE | $285 | $1,672-83.0% | $2,470-88.5% | $2,281-87.5% |
| Participant deferral / active EE | $3,535 | $2,686+31.6% | $3,497+1.1% | $3,203+10.4% |
| Admin fee / account holder | $3,141 | $4,393-28.5% | $5,480-42.7% | $4,296-26.9% |