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 | $118,766 | $91,552+29.7% | $133,956-11.3% | $79,858+48.7% |
| Participation rate | 82.8% | 73.3%+9.4pp | 79.8%+2.9pp | 69.6%+13.1pp |
| Annual return | 10.95% | 61.85%-50.9pp | 45.09%-34.1pp | 31.71%-20.8pp |
| Employer contribution / active EE | $438 | $2,384-81.6% | $3,919-88.8% | $2,471-82.3% |
| Participant deferral / active EE | $2,236 | $3,733-40.1% | $5,048-55.7% | $3,740-40.2% |
| Admin fee / account holder | $3,500 | $6,321-44.6% | $8,927-60.8% | $5,306-34.0% |