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 | $125,297 | $95,803+30.8% | $113,168+10.7% | $84,808+47.7% |
| Participation rate | 87.8% | 72.9%+14.9pp | 76.6%+11.2pp | 68.3%+19.4pp |
| Annual return | 13.81% | 25.00%-11.2pp | 24.27%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $361 | $2,360-84.7% | $2,975-87.9% | $2,631-86.3% |
| Participant deferral / active EE | $3,872 | $4,242-8.7% | $5,107-24.2% | $4,212-8.1% |
| Admin fee / account holder | $30,433 | $8,989+238.6% | $12,068+152.2% | $7,344+314.4% |