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 | $118,509 | $95,803+23.7% | $113,168+4.7% | $84,808+39.7% |
| Participation rate | 81.8% | 72.9%+9.0pp | 76.6%+5.3pp | 68.3%+13.5pp |
| Annual return | 19.45% | 25.00%-5.6pp | 24.27%-4.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $494 | $2,360-79.1% | $2,975-83.4% | $2,631-81.2% |
| Participant deferral / active EE | $4,184 | $4,242-1.4% | $5,107-18.1% | $4,212-0.7% |
| Admin fee / account holder | $6,388 | $8,989-28.9% | $12,068-47.1% | $7,344-13.0% |