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 | $91,956 | $86,929+5.8% | $102,423-10.2% | $80,856+13.7% |
| Participation rate | 95.3% | 72.4%+23.0pp | 76.5%+18.9pp | 67.6%+27.7pp |
| Annual return | 11.21% | 18.88%-7.7pp | 29.32%-18.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $516 | $2,369-78.2% | $3,023-82.9% | $2,755-81.3% |
| Participant deferral / active EE | $6,777 | $4,118+64.6% | $5,053+34.1% | $4,296+57.8% |
| Admin fee / account holder | $23,586 | $8,049+193.0% | $9,451+149.6% | $6,918+240.9% |