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 | $118,742 | $109,881+8.1% | $150,045-20.9% | $84,808+40.0% |
| Participation rate | 73.9% | 76.1%-2.2pp | 82.3%-8.4pp | 68.3%+5.6pp |
| Annual return | 23.31% | 28.25%-4.9pp | 62.55%-39.2pp | 40.90%-17.6pp |
| Employer contribution / active EE | $340 | $3,561-90.5% | $4,693-92.8% | $2,631-87.1% |
| Participant deferral / active EE | $6,259 | $6,636-5.7% | $7,997-21.7% | $4,212+48.6% |
| Admin fee / account holder | $2,079 | $8,568-75.7% | $13,435-84.5% | $7,344-71.7% |