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 | $93,428 | $85,022+9.9% | $70,515+32.5% | $139,434-33.0% |
| Participation rate | 70.6% | 73.9%-3.3pp | 68.3%+2.2pp | 80.3%-9.7pp |
| Annual return | 18.45% | 30.38%-11.9pp | 32.77%-14.3pp | 372.94%-354.5pp |
| Employer contribution / active EE | $427 | $3,909-89.1% | $2,973-85.6% | $4,751-91.0% |
| Participant deferral / active EE | $2,041 | $5,890-65.3% | $4,567-55.3% | $6,710-69.6% |
| Admin fee / account holder | $8,402 | $8,906-5.7% | $6,412+31.0% | $11,403-26.3% |