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 | $111,046 | $95,803+15.9% | $113,168-1.9% | $84,808+30.9% |
| Participation rate | 87.2% | 72.9%+14.3pp | 76.6%+10.6pp | 68.3%+18.9pp |
| Annual return | 17.57% | 25.00%-7.4pp | 24.27%-6.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $507 | $2,360-78.5% | $2,975-82.9% | $2,631-80.7% |
| Participant deferral / active EE | $7,046 | $4,242+66.1% | $5,107+38.0% | $4,212+67.3% |
| Admin fee / account holder | $16,102 | $8,989+79.1% | $12,068+33.4% | $7,344+119.3% |