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 | $118,291 | $87,870+34.6% | $113,168+4.5% | $74,304+59.2% |
| Participation rate | 80.7% | 70.7%+10.0pp | 76.6%+4.2pp | 60.3%+20.4pp |
| Annual return | 14.28% | 26.44%-12.2pp | 24.27%-10.0pp | 29.43%-15.2pp |
| Employer contribution / active EE | $620 | $2,277-72.8% | $2,975-79.1% | $2,241-72.3% |
| Participant deferral / active EE | $3,004 | $4,241-29.2% | $5,107-41.2% | $3,767-20.3% |
| Admin fee / account holder | $4,045 | $3,368+20.1% | $12,068-66.5% | $2,969+36.3% |