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 | $91,352 | $69,977+30.5% | $108,579-15.9% | $62,891+45.3% |
| Participation rate | 81.3% | 72.9%+8.4pp | 79.6%+1.7pp | 69.3%+11.9pp |
| Annual return | 6.80% | 10.73%-3.9pp | -51.70%+58.5pp | 20.14%-13.3pp |
| Employer contribution / active EE | $404 | $2,135-81.1% | $3,758-89.3% | $2,281-82.3% |
| Participant deferral / active EE | $3,329 | $3,165+5.2% | $4,311-22.8% | $3,203+3.9% |
| Admin fee / account holder | $565 | $5,076-88.9% | $7,645-92.6% | $4,296-86.9% |