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 | $86,387 | $123,793-30.2% | $177,821-51.4% | $79,858+8.2% |
| Participation rate | 77.4% | 84.7%-7.2pp | 87.7%-10.3pp | 69.6%+7.8pp |
| Annual return | 16.56% | 22.82%-6.3pp | 48.32%-31.8pp | 31.71%-15.2pp |
| Employer contribution / active EE | $667 | $4,095-83.7% | $5,918-88.7% | $2,471-73.0% |
| Participant deferral / active EE | $4,796 | $5,956-19.5% | $7,714-37.8% | $3,740+28.2% |
| Admin fee / account holder | $4,294 | $7,243-40.7% | $12,427-65.4% | $5,306-19.1% |