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 | $112,977 | $83,477+35.3% | $125,175-9.7% | $72,985+54.8% |
| Participation rate | 91.7% | 73.3%+18.4pp | 79.8%+11.9pp | 69.5%+22.2pp |
| Annual return | 18.79% | 25.78%-7.0pp | 43.79%-25.0pp | 81.00%-62.2pp |
| Employer contribution / active EE | $521 | $2,345-77.8% | $3,865-86.5% | $2,440-78.6% |
| Participant deferral / active EE | $2,554 | $3,585-28.8% | $4,937-48.3% | $3,607-29.2% |
| Admin fee / account holder | $8,630 | $5,517+56.4% | $9,702-11.0% | $5,124+68.4% |