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 | $117,983 | $109,413+7.8% | $156,263-24.5% | $84,808+39.1% |
| Participation rate | 73.7% | 72.7%+1.0pp | 78.9%-5.2pp | 68.3%+5.4pp |
| Annual return | 15.09% | 20.18%-5.1pp | 59.47%-44.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $349 | $2,907-88.0% | $4,333-92.0% | $2,631-86.7% |
| Participant deferral / active EE | $3,895 | $4,590-15.1% | $6,158-36.8% | $4,212-7.5% |
| Admin fee / account holder | $3,673 | $9,357-60.7% | $14,255-74.2% | $7,344-50.0% |