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 | $133,895 | $101,724+31.6% | $164,813-18.8% | $80,856+65.6% |
| Participation rate | 71.2% | 71.8%-0.7pp | 78.6%-7.4pp | 67.6%+3.5pp |
| Annual return | 11.74% | 16.72%-5.0pp | 69.93%-58.2pp | 35.59%-23.8pp |
| Employer contribution / active EE | $786 | $2,953-73.4% | $4,341-81.9% | $2,755-71.5% |
| Participant deferral / active EE | $5,176 | $4,477+15.6% | $6,031-14.2% | $4,296+20.5% |
| Admin fee / account holder | $5,690 | $8,227-30.8% | $12,690-55.2% | $6,918-17.8% |