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 | $115,991 | $109,881+5.6% | $150,045-22.7% | $84,808+36.8% |
| Participation rate | 85.5% | 76.1%+9.4pp | 82.3%+3.1pp | 68.3%+17.1pp |
| Annual return | 19.05% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $419 | $3,561-88.2% | $4,693-91.1% | $2,631-84.1% |
| Participant deferral / active EE | $9,291 | $6,636+40.0% | $7,997+16.2% | $4,212+120.6% |
| Admin fee / account holder | $11,096 | $8,568+29.5% | $13,435-17.4% | $7,344+51.1% |