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 | $106,810 | $91,552+16.7% | $133,956-20.3% | $79,858+33.8% |
| Participation rate | 78.2% | 73.3%+4.8pp | 79.8%-1.7pp | 69.6%+8.5pp |
| Annual return | 13.93% | 61.85%-47.9pp | 45.09%-31.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $301 | $2,384-87.4% | $3,919-92.3% | $2,471-87.8% |
| Participant deferral / active EE | $3,229 | $3,733-13.5% | $5,048-36.0% | $3,740-13.7% |
| Admin fee / account holder | $2,048 | $6,321-67.6% | $8,927-77.1% | $5,306-61.4% |