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 | $84,258 | $72,492+16.2% | $87,100-3.3% | $72,985+15.4% |
| Participation rate | 70.0% | 72.8%-2.8pp | 76.9%-6.9pp | 69.5%+0.5pp |
| Annual return | 21.98% | 24.46%-2.5pp | 28.19%-6.2pp | 81.00%-59.0pp |
| Employer contribution / active EE | $414 | $1,894-78.1% | $2,521-83.6% | $2,440-83.0% |
| Participant deferral / active EE | $3,265 | $3,270-0.1% | $4,049-19.4% | $3,607-9.5% |
| Admin fee / account holder | $3,012 | $5,055-40.4% | $7,497-59.8% | $5,124-41.2% |