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 | $98,585 | $81,460+21.0% | $103,333-4.6% | $80,856+21.9% |
| Participation rate | 86.1% | 66.8%+19.3pp | 74.5%+11.6pp | 67.6%+18.5pp |
| Annual return | 11.86% | 25.55%-13.7pp | 24.88%-13.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $654 | $3,105-78.9% | $3,868-83.1% | $2,755-76.3% |
| Participant deferral / active EE | $8,975 | $3,869+132.0% | $5,057+77.5% | $4,296+108.9% |
| Admin fee / account holder | $1,654 | $6,566-74.8% | $8,355-80.2% | $6,918-76.1% |