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 | $148,822 | $109,413+36.0% | $156,263-4.8% | $84,808+75.5% |
| Participation rate | 76.0% | 72.7%+3.3pp | 78.9%-2.9pp | 68.3%+7.7pp |
| Annual return | 15.59% | 20.18%-4.6pp | 59.47%-43.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $598 | $2,907-79.4% | $4,333-86.2% | $2,631-77.3% |
| Participant deferral / active EE | $5,662 | $4,590+23.4% | $6,158-8.1% | $4,212+34.4% |
| Admin fee / account holder | $1,211 | $9,357-87.1% | $14,255-91.5% | $7,344-83.5% |