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 | $108,927 | $109,413-0.4% | $156,263-30.3% | $84,808+28.4% |
| Participation rate | 74.0% | 72.7%+1.3pp | 78.9%-4.9pp | 68.3%+5.7pp |
| Annual return | 16.60% | 20.18%-3.6pp | 59.47%-42.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $552 | $2,907-81.0% | $4,333-87.3% | $2,631-79.0% |
| Participant deferral / active EE | $2,749 | $4,590-40.1% | $6,158-55.4% | $4,212-34.7% |
| Admin fee / account holder | $5,110 | $9,357-45.4% | $14,255-64.2% | $7,344-30.4% |