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 | $118,695 | $117,859+0.7% | $102,438+15.9% | $145,959-18.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.27% | 31.72%-15.5pp | 29.37%-13.1pp | 561.95%-545.7pp |
| Employer contribution / active EE | $343 | $3,615-90.5% | $3,024-88.7% | $4,661-92.6% |
| Participant deferral / active EE | $2,398 | $5,732-58.2% | $5,054-52.5% | $6,689-64.1% |
| Admin fee / account holder | $764 | $13,318-94.3% | $9,448-91.9% | $13,398-94.3% |