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 | $94,975 | $93,571+1.5% | $135,903-30.1% | $75,163+26.4% |
| Participation rate | 84.5% | 75.2%+9.3pp | 81.9%+2.6pp | 67.2%+17.3pp |
| Annual return | 16.87% | 30.90%-14.0pp | 68.23%-51.4pp | 160.62%-143.8pp |
| Employer contribution / active EE | $378 | $3,537-89.3% | $4,856-92.2% | $2,670-85.8% |
| Participant deferral / active EE | $8,247 | $6,404+28.8% | $7,758+6.3% | $4,125+99.9% |
| Admin fee / account holder | $2,784 | $6,975-60.1% | $10,762-74.1% | $5,651-50.7% |