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 | $57,528 | $56,897+1.1% | $84,750-32.1% | $62,891-8.5% |
| Participation rate | 90.0% | 68.5%+21.5pp | 76.6%+13.4pp | 69.3%+20.7pp |
| Annual return | 7.91% | 6.30%+1.6pp | 22.78%-14.9pp | 20.14%-12.2pp |
| Employer contribution / active EE | $420 | $2,400-82.5% | $3,574-88.3% | $2,281-81.6% |
| Participant deferral / active EE | $1,680 | $2,709-38.0% | $3,712-54.7% | $3,203-47.6% |
| Admin fee / account holder | $6,386 | $3,581+78.3% | $5,332+19.8% | $4,296+48.7% |