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 | $104,416 | $77,813+34.2% | $123,544-15.5% | $64,186+62.7% |
| Participation rate | 93.3% | 74.7%+18.6pp | 82.3%+11.0pp | 69.6%+23.8pp |
| Annual return | -4.48% | 12.48%-17.0pp | 119.20%-123.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $407 | $3,014-86.5% | $4,628-91.2% | $2,381-82.9% |
| Participant deferral / active EE | $4,729 | $5,240-9.8% | $6,426-26.4% | $3,470+36.3% |
| Admin fee / account holder | $3,010 | $5,519-45.5% | $9,284-67.6% | $4,888-38.4% |