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 | $59,224 | $58,828+0.7% | $77,999-24.1% | $62,891-5.8% |
| Participation rate | 98.2% | 71.1%+27.2pp | 75.5%+22.7pp | 69.3%+28.9pp |
| Annual return | 6.26% | 17.16%-10.9pp | 425.96%-419.7pp | 20.14%-13.9pp |
| Employer contribution / active EE | $260 | $1,672-84.5% | $2,470-89.5% | $2,281-88.6% |
| Participant deferral / active EE | $2,739 | $2,686+2.0% | $3,497-21.7% | $3,203-14.5% |
| Admin fee / account holder | $3,396 | $4,393-22.7% | $5,480-38.0% | $4,296-20.9% |