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 | $97,574 | $78,422+24.4% | $95,952+1.7% | $79,858+22.2% |
| Participation rate | 87.1% | 73.5%+13.7pp | 77.1%+10.1pp | 69.6%+17.5pp |
| Annual return | 14.82% | 19.37%-4.6pp | 91.61%-76.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $426 | $1,945-78.1% | $2,541-83.3% | $2,471-82.8% |
| Participant deferral / active EE | $3,290 | $3,440-4.3% | $4,167-21.0% | $3,740-12.0% |
| Admin fee / account holder | $14,255 | $5,622+153.5% | $6,795+109.8% | $5,306+168.6% |