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 | $95,123 | $62,586+52.0% | $76,768+23.9% | $64,186+48.2% |
| Participation rate | 88.9% | 72.8%+16.1pp | 77.0%+11.9pp | 69.6%+19.3pp |
| Annual return | 7.77% | -1.95%+9.7pp | 2.43%+5.3pp | 7.63%+0.1pp |
| Employer contribution / active EE | $141 | $1,832-92.3% | $2,485-94.3% | $2,381-94.1% |
| Participant deferral / active EE | $1,885 | $3,145-40.0% | $3,852-51.0% | $3,470-45.7% |
| Admin fee / account holder | $10,733 | $4,667+130.0% | $6,675+60.8% | $4,888+119.6% |