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 | $96,281 | $86,929+10.8% | $102,423-6.0% | $80,856+19.1% |
| Participation rate | 74.1% | 72.4%+1.7pp | 76.5%-2.4pp | 67.6%+6.4pp |
| Annual return | 13.93% | 18.88%-5.0pp | 29.32%-15.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $349 | $2,369-85.3% | $3,023-88.4% | $2,755-87.3% |
| Participant deferral / active EE | $3,101 | $4,118-24.7% | $5,053-38.6% | $4,296-27.8% |
| Admin fee / account holder | $4,009 | $8,049-50.2% | $9,451-57.6% | $6,918-42.1% |