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 | $121,946 | $95,803+27.3% | $113,168+7.8% | $84,808+43.8% |
| Participation rate | 74.4% | 72.9%+1.6pp | 76.6%-2.1pp | 68.3%+6.1pp |
| Annual return | 12.73% | 25.00%-12.3pp | 24.27%-11.5pp | 40.90%-28.2pp |
| Employer contribution / active EE | $193 | $2,360-91.8% | $2,975-93.5% | $2,631-92.7% |
| Participant deferral / active EE | $3,024 | $4,242-28.7% | $5,107-40.8% | $4,212-28.2% |
| Admin fee / account holder | $10,289 | $8,989+14.5% | $12,068-14.7% | $7,344+40.1% |