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 | $84,146 | $58,577+43.7% | $83,333+1.0% | $64,186+31.1% |
| Participation rate | 85.0% | 72.0%+13.0pp | 77.8%+7.2pp | 69.6%+15.4pp |
| Annual return | 7.31% | 9.65%-2.3pp | 10.63%-3.3pp | 7.63%-0.3pp |
| Employer contribution / active EE | $168 | $2,098-92.0% | $3,379-95.0% | $2,381-93.0% |
| Participant deferral / active EE | $2,536 | $4,654-45.5% | $5,565-54.4% | $3,470-26.9% |
| Admin fee / account holder | $7,762 | $9,275-16.3% | $7,510+3.3% | $4,888+58.8% |