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 | $86,537 | $79,944+8.2% | $98,439-12.1% | $75,163+15.1% |
| Participation rate | 95.8% | 70.4%+25.5pp | 75.2%+20.7pp | 67.2%+28.6pp |
| Annual return | 24.40% | 19.75%+4.7pp | 21.16%+3.2pp | 160.62%-136.2pp |
| Employer contribution / active EE | $503 | $2,264-77.8% | $3,048-83.5% | $2,670-81.2% |
| Participant deferral / active EE | $9,025 | $3,752+140.5% | $4,738+90.5% | $4,125+118.8% |
| Admin fee / account holder | $9,247 | $6,840+35.2% | $8,948+3.4% | $5,651+63.6% |