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 | $79,361 | $52,836+50.2% | $105,738-24.9% | $64,186+23.6% |
| Participation rate | 85.3% | 66.5%+18.7pp | 76.3%+9.0pp | 69.6%+15.7pp |
| Annual return | 1.28% | 14.30%-13.0pp | 6.27%-5.0pp | 7.63%-6.3pp |
| Employer contribution / active EE | $2 | $1,827-99.9% | $3,268-99.9% | $2,381-99.9% |
| Participant deferral / active EE | $3,476 | $2,545+36.6% | $4,080-14.8% | $3,470+0.2% |
| Admin fee / account holder | $6,303 | $3,959+59.2% | $6,913-8.8% | $4,888+28.9% |