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 | $121,219 | $78,422+54.6% | $95,952+26.3% | $79,858+51.8% |
| Participation rate | 72.5% | 73.5%-1.0pp | 77.1%-4.6pp | 69.6%+2.9pp |
| Annual return | 16.01% | 19.37%-3.4pp | 91.61%-75.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $404 | $1,945-79.2% | $2,541-84.1% | $2,471-83.7% |
| Participant deferral / active EE | $3,075 | $3,440-10.6% | $4,167-26.2% | $3,740-17.8% |
| Admin fee / account holder | $7,941 | $5,622+41.2% | $6,795+16.9% | $5,306+49.6% |