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 | $74,156 | $62,586+18.5% | $76,768-3.4% | $64,186+15.5% |
| Participation rate | 87.0% | 72.8%+14.1pp | 77.0%+10.0pp | 69.6%+17.4pp |
| Annual return | 7.28% | -1.95%+9.2pp | 2.43%+4.9pp | 7.63%-0.4pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,054 | $3,145-34.7% | $3,852-46.7% | $3,470-40.8% |
| Admin fee / account holder | $5,550 | $4,667+18.9% | $6,675-16.9% | $4,888+13.5% |