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 | $125,304 | $109,881+14.0% | $150,045-16.5% | $84,808+47.8% |
| Participation rate | 82.7% | 76.1%+6.6pp | 82.3%+0.4pp | 68.3%+14.4pp |
| Annual return | 15.83% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $676 | $3,561-81.0% | $4,693-85.6% | $2,631-74.3% |
| Participant deferral / active EE | $5,106 | $6,636-23.1% | $7,997-36.2% | $4,212+21.2% |
| Admin fee / account holder | $8,749 | $8,568+2.1% | $13,435-34.9% | $7,344+19.1% |