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 | $86,103 | $81,208+6.0% | $98,907-12.9% | $79,858+7.8% |
| Participation rate | 74.0% | 72.5%+1.5pp | 76.0%-2.0pp | 69.6%+4.4pp |
| Annual return | 12.92% | 60.99%-48.1pp | 196.43%-183.5pp | 31.71%-18.8pp |
| Employer contribution / active EE | $381 | $1,960-80.6% | $2,689-85.8% | $2,471-84.6% |
| Participant deferral / active EE | $3,808 | $3,265+16.6% | $4,244-10.3% | $3,740+1.8% |
| Admin fee / account holder | $3,077 | $6,013-48.8% | $6,642-53.7% | $5,306-42.0% |