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 | $105,096 | $86,286+21.8% | $111,297-5.6% | $85,850+22.4% |
| Participation rate | 73.7% | 73.3%+0.4pp | 77.3%-3.6pp | 69.3%+4.4pp |
| Annual return | 14.32% | 19.99%-5.7pp | 54.65%-40.3pp | 318.53%-304.2pp |
| Employer contribution / active EE | $13 | $2,043-99.4% | $2,731-99.5% | $2,565-99.5% |
| Participant deferral / active EE | $3,676 | $3,641+1.0% | $4,487-18.1% | $3,952-7.0% |
| Admin fee / account holder | $2,182 | $8,188-73.4% | $7,964-72.6% | $6,260-65.1% |