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 | $103,330 | $95,803+7.9% | $113,168-8.7% | $84,808+21.8% |
| Participation rate | 87.2% | 72.9%+14.3pp | 76.6%+10.6pp | 68.3%+18.9pp |
| Annual return | 16.24% | 25.00%-8.8pp | 24.27%-8.0pp | 40.90%-24.7pp |
| Employer contribution / active EE | $629 | $2,360-73.4% | $2,975-78.9% | $2,631-76.1% |
| Participant deferral / active EE | $4,191 | $4,242-1.2% | $5,107-17.9% | $4,212-0.5% |
| Admin fee / account holder | $1,245 | $8,989-86.1% | $12,068-89.7% | $7,344-83.0% |