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 | $82,649 | $89,355-7.5% | $141,162-41.5% | $72,985+13.2% |
| Participation rate | 82.1% | 75.1%+7.0pp | 82.5%-0.3pp | 69.5%+12.7pp |
| Annual return | 25.36% | 111.85%-86.5pp | 71.39%-46.0pp | 81.00%-55.6pp |
| Employer contribution / active EE | $617 | $3,114-80.2% | $4,735-87.0% | $2,440-74.7% |
| Participant deferral / active EE | $4,445 | $5,418-18.0% | $6,709-33.7% | $3,607+23.2% |
| Admin fee / account holder | $5,362 | $5,958-10.0% | $10,261-47.7% | $5,124+4.6% |