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 | $104,377 | $93,571+11.5% | $135,903-23.2% | $75,163+38.9% |
| Participation rate | 78.9% | 75.2%+3.8pp | 81.9%-3.0pp | 67.2%+11.8pp |
| Annual return | 20.06% | 30.90%-10.8pp | 68.23%-48.2pp | 160.62%-140.6pp |
| Employer contribution / active EE | $527 | $3,537-85.1% | $4,856-89.2% | $2,670-80.3% |
| Participant deferral / active EE | $6,682 | $6,404+4.3% | $7,758-13.9% | $4,125+62.0% |
| Admin fee / account holder | $1,957 | $6,975-71.9% | $10,762-81.8% | $5,651-65.4% |