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 | $86,902 | $109,881-20.9% | $150,045-42.1% | $84,808+2.5% |
| Participation rate | 91.4% | 76.1%+15.3pp | 82.3%+9.0pp | 68.3%+23.0pp |
| Annual return | 18.18% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $31 | $3,561-99.1% | $4,693-99.3% | $2,631-98.8% |
| Participant deferral / active EE | $7,700 | $6,636+16.0% | $7,997-3.7% | $4,212+82.8% |
| Admin fee / account holder | $2,104 | $8,568-75.4% | $13,435-84.3% | $7,344-71.3% |