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 | $96,458 | $65,041+48.3% | $90,951+6.1% | $79,858+20.8% |
| Participation rate | 72.2% | 61.6%+10.5pp | 69.0%+3.1pp | 69.6%+2.5pp |
| Annual return | 16.65% | 30.45%-13.8pp | 134.60%-118.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $197 | $1,247-84.2% | $2,122-90.7% | $2,471-92.0% |
| Participant deferral / active EE | $4,199 | $2,512+67.2% | $3,373+24.5% | $3,740+12.3% |
| Admin fee / account holder | $4,418 | $4,536-2.6% | $5,959-25.8% | $5,306-16.7% |