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 | $121,967 | $91,552+33.2% | $133,956-8.9% | $79,858+52.7% |
| Participation rate | 81.6% | 73.3%+8.2pp | 79.8%+1.7pp | 69.6%+11.9pp |
| Annual return | 11.28% | 61.85%-50.6pp | 45.09%-33.8pp | 31.71%-20.4pp |
| Employer contribution / active EE | $403 | $2,384-83.1% | $3,919-89.7% | $2,471-83.7% |
| Participant deferral / active EE | $4,047 | $3,733+8.4% | $5,048-19.8% | $3,740+8.2% |
| Admin fee / account holder | $1,786 | $6,321-71.7% | $8,927-80.0% | $5,306-66.3% |