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 | $106,554 | $76,552+39.2% | $123,892-14.0% | $62,891+69.4% |
| Participation rate | 87.5% | 73.0%+14.5pp | 81.4%+6.1pp | 69.3%+18.2pp |
| Annual return | 6.62% | 18.68%-12.1pp | 47.52%-40.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $220 | $2,883-92.4% | $4,617-95.2% | $2,281-90.4% |
| Participant deferral / active EE | $8,454 | $4,840+74.7% | $5,984+41.3% | $3,203+163.9% |
| Admin fee / account holder | $4,760 | $4,826-1.4% | $8,357-43.0% | $4,296+10.8% |