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 | $97,826 | $95,453+2.5% | $112,040-12.7% | $82,448+18.7% |
| Participation rate | 83.6% | 72.8%+10.8pp | 76.5%+7.1pp | 68.1%+15.5pp |
| Annual return | 13.23% | 23.92%-10.7pp | 24.52%-11.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $578 | $2,318-75.1% | $2,954-80.4% | $2,551-77.4% |
| Participant deferral / active EE | $4,966 | $4,224+17.6% | $5,098-2.6% | $4,139+20.0% |
| Admin fee / account holder | $1,039 | $9,013-88.5% | $12,098-91.4% | $7,234-85.6% |