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 | $86,277 | $73,933+16.7% | $96,683-10.8% | $75,163+14.8% |
| Participation rate | 83.8% | 66.4%+17.4pp | 74.3%+9.4pp | 67.2%+16.6pp |
| Annual return | 14.53% | 26.70%-12.2pp | 35.69%-21.2pp | 160.62%-146.1pp |
| Employer contribution / active EE | $704 | $2,928-76.0% | $3,737-81.2% | $2,670-73.6% |
| Participant deferral / active EE | $9,121 | $3,659+149.3% | $4,878+87.0% | $4,125+121.1% |
| Admin fee / account holder | $7,286 | $5,216+39.7% | $6,730+8.3% | $5,651+28.9% |