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 | $81,446+20.8% | $103,374-4.8% | $80,874+21.7% |
| Participation rate | 80.6% | 66.9%+13.8pp | 74.5%+6.1pp | 67.6%+13.0pp |
| Annual return | 18.80% | 25.57%-6.8pp | 24.89%-6.1pp | 35.62%-16.8pp |
| Employer contribution / active EE | $775 | $3,107-75.1% | $3,869-80.0% | $2,756-71.9% |
| Participant deferral / active EE | $2,456 | $3,870-36.5% | $5,058-51.4% | $4,297-42.9% |
| Admin fee / account holder | $1,534 | $6,715-77.2% | $8,394-81.7% | $6,935-77.9% |