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 | $117,314 | $87,733+33.7% | $106,548+10.1% | $85,850+36.7% |
| Participation rate | 73.5% | 71.9%+1.6pp | 76.1%-2.6pp | 69.3%+4.2pp |
| Annual return | 11.51% | 21.86%-10.3pp | 26.80%-15.3pp | 318.53%-307.0pp |
| Employer contribution / active EE | $132 | $2,073-93.6% | $2,819-95.3% | $2,565-94.8% |
| Participant deferral / active EE | $2,765 | $3,469-20.3% | $4,398-37.1% | $3,952-30.0% |
| Admin fee / account holder | $60,065 | $6,767+787.6% | $7,407+710.9% | $6,260+859.5% |