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 | $100,987 | $109,413-7.7% | $156,263-35.4% | $84,808+19.1% |
| Participation rate | 78.0% | 72.7%+5.4pp | 78.9%-0.9pp | 68.3%+9.7pp |
| Annual return | 15.22% | 20.18%-5.0pp | 59.47%-44.2pp | 40.90%-25.7pp |
| Employer contribution / active EE | $661 | $2,907-77.3% | $4,333-84.8% | $2,631-74.9% |
| Participant deferral / active EE | $4,796 | $4,590+4.5% | $6,158-22.1% | $4,212+13.9% |
| Admin fee / account holder | $15,759 | $9,357+68.4% | $14,255+10.6% | $7,344+114.6% |