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 | $78,702 | $93,571-15.9% | $135,903-42.1% | $75,163+4.7% |
| Participation rate | 85.9% | 75.2%+10.8pp | 81.9%+4.0pp | 67.2%+18.7pp |
| Annual return | 18.07% | 30.90%-12.8pp | 68.23%-50.2pp | 160.62%-142.5pp |
| Employer contribution / active EE | $663 | $3,537-81.3% | $4,856-86.3% | $2,670-75.2% |
| Participant deferral / active EE | $6,701 | $6,404+4.6% | $7,758-13.6% | $4,125+62.4% |
| Admin fee / account holder | $3,155 | $6,975-54.8% | $10,762-70.7% | $5,651-44.2% |