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 | $186,187 | $123,793+50.4% | $177,821+4.7% | $79,858+133.1% |
| Participation rate | 93.8% | 84.7%+9.1pp | 87.7%+6.0pp | 69.6%+24.1pp |
| Annual return | 15.46% | 22.82%-7.4pp | 48.32%-32.9pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,127 | $4,095-72.5% | $5,918-81.0% | $2,471-54.4% |
| Participant deferral / active EE | $5,285 | $5,956-11.3% | $7,714-31.5% | $3,740+41.3% |
| Admin fee / account holder | $6,365 | $7,243-12.1% | $12,427-48.8% | $5,306+20.0% |