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 | $119,656 | $123,793-3.3% | $177,821-32.7% | $79,858+49.8% |
| Participation rate | 79.2% | 84.7%-5.5pp | 87.7%-8.6pp | 69.6%+9.5pp |
| Annual return | 16.16% | 22.82%-6.7pp | 48.32%-32.2pp | 31.71%-15.6pp |
| Employer contribution / active EE | $738 | $4,095-82.0% | $5,918-87.5% | $2,471-70.1% |
| Participant deferral / active EE | $2,800 | $5,956-53.0% | $7,714-63.7% | $3,740-25.1% |
| Admin fee / account holder | $15,516 | $7,243+114.2% | $12,427+24.9% | $5,306+192.4% |