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 | $79,050 | $78,705+0.4% | $117,854-32.9% | $70,131+12.7% |
| Participation rate | 84.0% | 73.2%+10.8pp | 79.7%+4.3pp | 69.5%+14.5pp |
| Annual return | 18.23% | 23.30%-5.1pp | 335.08%-316.8pp | 73.14%-54.9pp |
| Employer contribution / active EE | $461 | $2,223-79.3% | $3,786-87.8% | $2,342-80.3% |
| Participant deferral / active EE | $2,606 | $3,297-20.9% | $4,482-41.8% | $3,332-21.8% |
| Admin fee / account holder | $6,644 | $5,065+31.2% | $8,020-17.2% | $4,645+43.0% |