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 | $95,525 | $93,571+2.1% | $135,903-29.7% | $75,163+27.1% |
| Participation rate | 91.5% | 75.2%+16.4pp | 81.9%+9.6pp | 67.2%+24.4pp |
| Annual return | 30.32% | 30.90%-0.6pp | 68.23%-37.9pp | 160.62%-130.3pp |
| Employer contribution / active EE | $761 | $3,537-78.5% | $4,856-84.3% | $2,670-71.5% |
| Participant deferral / active EE | $4,104 | $6,404-35.9% | $7,758-47.1% | $4,125-0.5% |
| Admin fee / account holder | $11,141 | $6,975+59.7% | $10,762+3.5% | $5,651+97.2% |