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 | $119,800 | $123,793-3.2% | $177,821-32.6% | $79,858+50.0% |
| Participation rate | 91.7% | 84.7%+7.0pp | 87.7%+3.9pp | 69.6%+22.0pp |
| Annual return | 12.03% | 22.82%-10.8pp | 48.32%-36.3pp | 31.71%-19.7pp |
| Employer contribution / active EE | $989 | $4,095-75.9% | $5,918-83.3% | $2,471-60.0% |
| Participant deferral / active EE | $5,549 | $5,956-6.8% | $7,714-28.1% | $3,740+48.4% |
| Admin fee / account holder | $9,643 | $7,243+33.1% | $12,427-22.4% | $5,306+81.7% |