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 | $144,172 | $67,606+113.3% | $82,313+75.2% | $70,131+105.6% |
| Participation rate | 98.2% | 72.8%+25.4pp | 76.9%+21.3pp | 69.5%+28.7pp |
| Annual return | 12.50% | 21.57%-9.1pp | 25.88%-13.4pp | 73.14%-60.6pp |
| Employer contribution / active EE | $26 | $1,755-98.5% | $2,428-98.9% | $2,342-98.9% |
| Participant deferral / active EE | $3,943 | $2,987+32.0% | $3,706+6.4% | $3,332+18.3% |
| Admin fee / account holder | $4,429 | $4,512-1.8% | $5,608-21.0% | $4,645-4.7% |