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 | $76,225 | $95,453-20.1% | $112,040-32.0% | $82,448-7.5% |
| Participation rate | 90.6% | 72.8%+17.9pp | 76.5%+14.1pp | 68.1%+22.6pp |
| Annual return | 14.87% | 23.92%-9.0pp | 24.52%-9.6pp | 41.64%-26.8pp |
| Employer contribution / active EE | $544 | $2,318-76.5% | $2,954-81.6% | $2,551-78.7% |
| Participant deferral / active EE | $4,129 | $4,224-2.3% | $5,098-19.0% | $4,139-0.3% |
| Admin fee / account holder | $10,799 | $9,013+19.8% | $12,098-10.7% | $7,234+49.3% |