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 | $112,630 | $56,054+100.9% | $171,082-34.2% | $62,891+79.1% |
| Participation rate | 81.5% | 62.9%+18.6pp | 76.7%+4.8pp | 69.3%+12.2pp |
| Annual return | 7.56% | 22.52%-15.0pp | 32.56%-25.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,246 | $3,158+2.8% | $4,797-32.3% | $3,203+1.4% |
| Admin fee / account holder | $6,146 | $3,647+68.5% | $8,520-27.9% | $4,296+43.1% |