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 | $105,412 | $110,257-4.4% | $96,544+9.2% | $139,434-24.4% |
| Participation rate | 90.0% | 78.1%+11.9pp | 76.0%+14.0pp | 80.3%+9.7pp |
| Annual return | 10.49% | 26.32%-15.8pp | 25.84%-15.3pp | 372.94%-362.4pp |
| Employer contribution / active EE | $781 | $3,620-78.4% | $2,965-73.6% | $4,751-83.6% |
| Participant deferral / active EE | $5,083 | $5,548-8.4% | $4,851+4.8% | $6,710-24.2% |
| Admin fee / account holder | $2,947 | $11,591-74.6% | $8,252-64.3% | $11,403-74.2% |