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 | $121,819 | $88,583+37.5% | $88,497+37.7% | $273,961-55.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 6.95% | 5.68%+1.3pp | 7.63%-0.7pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,080 | $4,502-76.0% | $4,036-73.2% | $4,869-77.8% |
| Participant deferral / active EE | $4,464 | $4,891-8.7% | $4,899-8.9% | $5,287-15.6% |
| Admin fee / account holder | $6,972 | $8,980-22.4% | $6,220+12.1% | $10,132-31.2% |