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 | $89,850 | $86,929+3.4% | $102,423-12.3% | $80,856+11.1% |
| Participation rate | 98.8% | 72.4%+26.4pp | 76.5%+22.3pp | 67.6%+31.1pp |
| Annual return | 10.61% | 18.88%-8.3pp | 29.32%-18.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $647 | $2,369-72.7% | $3,023-78.6% | $2,755-76.5% |
| Participant deferral / active EE | $2,321 | $4,118-43.7% | $5,053-54.1% | $4,296-46.0% |
| Admin fee / account holder | $3,805 | $8,049-52.7% | $9,451-59.7% | $6,918-45.0% |