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 | $37,193 | $73,981-49.7% | $105,722-64.8% | $62,891-40.9% |
| Participation rate | 83.3% | 71.7%+11.6pp | 78.9%+4.4pp | 69.3%+14.0pp |
| Annual return | 5.89% | 17.60%-11.7pp | 12.25%-6.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $446 | $2,856-84.4% | $4,079-89.1% | $2,281-80.5% |
| Participant deferral / active EE | $1,782 | $4,038-55.9% | $5,326-66.5% | $3,203-44.4% |
| Admin fee / account holder | $6,520 | $5,976+9.1% | $8,308-21.5% | $4,296+51.8% |