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 3-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 | $120,776 | $127,065-4.9% | $113,168+6.7% | $142,382-15.2% |
| Participation rate | 93.3% | 79.2%+14.1pp | 76.6%+16.8pp | 80.1%+13.2pp |
| Annual return | 11.84% | 24.03%-12.2pp | 24.27%-12.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $620 | $3,442-82.0% | $2,975-79.2% | $4,299-85.6% |
| Participant deferral / active EE | $3,042 | $5,716-46.8% | $5,107-40.4% | $6,507-53.2% |
| Admin fee / account holder | $635 | $15,736-96.0% | $12,068-94.7% | $12,624-95.0% |