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 | $91,096 | $86,929+4.8% | $102,423-11.1% | $80,856+12.7% |
| Participation rate | 93.5% | 72.4%+21.1pp | 76.5%+17.0pp | 67.6%+25.8pp |
| Annual return | 16.90% | 18.88%-2.0pp | 29.32%-12.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $23 | $2,369-99.0% | $3,023-99.2% | $2,755-99.2% |
| Participant deferral / active EE | $4,753 | $4,118+15.4% | $5,053-5.9% | $4,296+10.6% |
| Admin fee / account holder | $27,165 | $8,049+237.5% | $9,451+187.4% | $6,918+292.7% |