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 4-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 | $105,493 | $80,968+30.3% | $96,544+9.3% | $75,163+40.4% |
| Participation rate | 73.7% | 71.8%+1.9pp | 76.0%-2.3pp | 67.2%+6.5pp |
| Annual return | 16.31% | 27.06%-10.8pp | 25.84%-9.5pp | 160.62%-144.3pp |
| Employer contribution / active EE | $540 | $2,282-76.3% | $2,965-81.8% | $2,670-79.8% |
| Participant deferral / active EE | $2,787 | $3,928-29.1% | $4,851-42.6% | $4,125-32.4% |
| Admin fee / account holder | $1,722 | $6,724-74.4% | $8,252-79.1% | $5,651-69.5% |