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 | $105,192 | $95,803+9.8% | $113,168-7.0% | $84,808+24.0% |
| Participation rate | 76.6% | 72.9%+3.7pp | 76.6%0pp | 68.3%+8.3pp |
| Annual return | 16.87% | 25.00%-8.1pp | 24.27%-7.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $540 | $2,360-77.1% | $2,975-81.9% | $2,631-79.5% |
| Participant deferral / active EE | $2,512 | $4,242-40.8% | $5,107-50.8% | $4,212-40.4% |
| Admin fee / account holder | $4,306 | $8,989-52.1% | $12,068-64.3% | $7,344-41.4% |