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 | $110,730 | $109,413+1.2% | $156,263-29.1% | $84,808+30.6% |
| Participation rate | 80.2% | 72.7%+7.5pp | 78.9%+1.3pp | 68.3%+11.9pp |
| Annual return | 14.63% | 20.18%-5.5pp | 59.47%-44.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $603 | $2,907-79.2% | $4,333-86.1% | $2,631-77.1% |
| Participant deferral / active EE | $4,893 | $4,590+6.6% | $6,158-20.5% | $4,212+16.2% |
| Admin fee / account holder | $11,321 | $9,357+21.0% | $14,255-20.6% | $7,344+54.2% |