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 | $89,133 | $95,803-7.0% | $113,168-21.2% | $84,808+5.1% |
| Participation rate | 76.4% | 72.9%+3.5pp | 76.6%-0.2pp | 68.3%+8.1pp |
| Annual return | 13.37% | 25.00%-11.6pp | 24.27%-10.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $592 | $2,360-74.9% | $2,975-80.1% | $2,631-77.5% |
| Participant deferral / active EE | $5,305 | $4,242+25.0% | $5,107+3.9% | $4,212+26.0% |
| Admin fee / account holder | $2,413 | $8,989-73.2% | $12,068-80.0% | $7,344-67.1% |