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 | $136,326 | $76,401+78.4% | $106,387+28.1% | $64,186+112.4% |
| Participation rate | 96.2% | 73.5%+22.7pp | 77.5%+18.8pp | 69.6%+26.7pp |
| Annual return | 10.26% | -2.19%+12.5pp | 0.25%+10.0pp | 7.63%+2.6pp |
| Employer contribution / active EE | $498 | $2,680-81.4% | $3,520-85.8% | $2,381-79.1% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,421-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,626 | $4,610+22.0% | $7,510-25.1% | $4,888+15.1% |