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 | $95,453+10.2% | $112,040-6.1% | $82,448+27.6% |
| Participation rate | 76.6% | 72.8%+3.8pp | 76.5%+0.1pp | 68.1%+8.5pp |
| Annual return | 16.87% | 23.92%-7.1pp | 24.52%-7.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $540 | $2,318-76.7% | $2,954-81.7% | $2,551-78.8% |
| Participant deferral / active EE | $2,512 | $4,224-40.5% | $5,098-50.7% | $4,139-39.3% |
| Admin fee / account holder | $4,306 | $9,013-52.2% | $12,098-64.4% | $7,234-40.5% |