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 | $91,733 | $69,977+31.1% | $108,579-15.5% | $62,891+45.9% |
| Participation rate | 89.5% | 72.9%+16.6pp | 79.6%+9.9pp | 69.3%+20.2pp |
| Annual return | 6.92% | 10.73%-3.8pp | -51.70%+58.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $432 | $2,135-79.8% | $3,758-88.5% | $2,281-81.1% |
| Participant deferral / active EE | $4,231 | $3,165+33.7% | $4,311-1.8% | $3,203+32.1% |
| Admin fee / account holder | $10,852 | $5,076+113.8% | $7,645+41.9% | $4,296+152.6% |