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 | $83,104 | $87,733-5.3% | $106,548-22.0% | $85,850-3.2% |
| Participation rate | 74.5% | 71.9%+2.6pp | 76.1%-1.6pp | 69.3%+5.2pp |
| Annual return | 14.95% | 21.86%-6.9pp | 26.80%-11.9pp | 318.53%-303.6pp |
| Employer contribution / active EE | $375 | $2,073-81.9% | $2,819-86.7% | $2,565-85.4% |
| Participant deferral / active EE | $3,753 | $3,469+8.2% | $4,398-14.7% | $3,952-5.0% |
| Admin fee / account holder | $22,036 | $6,767+225.6% | $7,407+197.5% | $6,260+252.0% |