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 | $123,884 | $81,460+52.1% | $103,333+19.9% | $80,856+53.2% |
| Participation rate | 90.8% | 66.8%+23.9pp | 74.5%+16.3pp | 67.6%+23.1pp |
| Annual return | 21.23% | 25.55%-4.3pp | 24.88%-3.7pp | 35.59%-14.4pp |
| Employer contribution / active EE | $490 | $3,105-84.2% | $3,868-87.3% | $2,755-82.2% |
| Participant deferral / active EE | $2,903 | $3,869-25.0% | $5,057-42.6% | $4,296-32.4% |
| Admin fee / account holder | $21,773 | $6,566+231.6% | $8,355+160.6% | $6,918+214.7% |