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 | $73,932 | $65,365+13.1% | $92,893-20.4% | $72,985+1.3% |
| Participation rate | 73.2% | 68.3%+4.9pp | 76.0%-2.8pp | 69.5%+3.7pp |
| Annual return | 22.85% | 42.10%-19.3pp | 109.41%-86.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $185 | $2,594-92.9% | $3,653-94.9% | $2,440-92.4% |
| Participant deferral / active EE | $3,022 | $3,128-3.4% | $4,236-28.7% | $3,607-16.2% |
| Admin fee / account holder | $7,977 | $4,251+87.6% | $5,794+37.7% | $5,124+55.7% |