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 | $132,204 | $127,065+4.0% | $113,168+16.8% | $142,382-7.1% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 13.63% | 24.03%-10.4pp | 24.27%-10.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $550 | $3,442-84.0% | $2,975-81.5% | $4,299-87.2% |
| Participant deferral / active EE | $3,488 | $5,716-39.0% | $5,107-31.7% | $6,507-46.4% |
| Admin fee / account holder | $14,899 | $15,736-5.3% | $12,068+23.5% | $12,624+18.0% |