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 | $107,734 | $86,929+23.9% | $102,423+5.2% | $80,856+33.2% |
| Participation rate | 71.1% | 72.4%-1.3pp | 76.5%-5.4pp | 67.6%+3.4pp |
| Annual return | 23.30% | 18.88%+4.4pp | 29.32%-6.0pp | 35.59%-12.3pp |
| Employer contribution / active EE | $179 | $2,369-92.4% | $3,023-94.1% | $2,755-93.5% |
| Participant deferral / active EE | $2,472 | $4,118-40.0% | $5,053-51.1% | $4,296-42.5% |
| Admin fee / account holder | $4,856 | $8,049-39.7% | $9,451-48.6% | $6,918-29.8% |