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 | $86,171 | $58,828+46.5% | $77,999+10.5% | $62,891+37.0% |
| Participation rate | 78.3% | 71.1%+7.2pp | 75.5%+2.7pp | 69.3%+9.0pp |
| Annual return | 8.20% | 17.16%-9.0pp | 425.96%-417.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $47 | $1,672-97.2% | $2,470-98.1% | $2,281-98.0% |
| Participant deferral / active EE | $3,390 | $2,686+26.2% | $3,497-3.1% | $3,203+5.8% |
| Admin fee / account holder | $13,702 | $4,393+211.9% | $5,480+150.0% | $4,296+219.0% |