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 | $98,423 | $81,460+20.8% | $103,333-4.8% | $80,856+21.7% |
| Participation rate | 80.6% | 66.8%+13.8pp | 74.5%+6.1pp | 67.6%+13.0pp |
| Annual return | 18.80% | 25.55%-6.7pp | 24.88%-6.1pp | 35.59%-16.8pp |
| Employer contribution / active EE | $775 | $3,105-75.0% | $3,868-80.0% | $2,755-71.9% |
| Participant deferral / active EE | $2,456 | $3,869-36.5% | $5,057-51.4% | $4,296-42.8% |
| Admin fee / account holder | $1,534 | $6,566-76.6% | $8,355-81.6% | $6,918-77.8% |