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 | $112,448 | $117,841-4.6% | $102,423+9.8% | $145,922-22.9% |
| Participation rate | 70.8% | 78.6%-7.8pp | 76.5%-5.7pp | 80.3%-9.4pp |
| Annual return | 10.10% | 31.65%-21.5pp | 29.32%-19.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $788 | $3,615-78.2% | $3,023-73.9% | $4,660-83.1% |
| Participant deferral / active EE | $5,465 | $5,731-4.6% | $5,053+8.2% | $6,688-18.3% |
| Admin fee / account holder | $8,138 | $13,326-38.9% | $9,451-13.9% | $13,397-39.3% |