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 | $105,690 | $86,929+21.6% | $102,423+3.2% | $80,856+30.7% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.6%+7.4pp |
| Annual return | 13.82% | 18.88%-5.1pp | 29.32%-15.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $647 | $2,369-72.7% | $3,023-78.6% | $2,755-76.5% |
| Participant deferral / active EE | $4,185 | $4,118+1.6% | $5,053-17.2% | $4,296-2.6% |
| Admin fee / account holder | $8,451 | $8,049+5.0% | $9,451-10.6% | $6,918+22.2% |