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 | $107,342 | $86,929+23.5% | $102,423+4.8% | $80,856+32.8% |
| Participation rate | 86.8% | 72.4%+14.5pp | 76.5%+10.4pp | 67.6%+19.2pp |
| Annual return | 15.24% | 18.88%-3.6pp | 29.32%-14.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $555 | $2,369-76.6% | $3,023-81.6% | $2,755-79.9% |
| Participant deferral / active EE | $7,042 | $4,118+71.0% | $5,053+39.4% | $4,296+63.9% |
| Admin fee / account holder | $3,743 | $8,049-53.5% | $9,451-60.4% | $6,918-45.9% |