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 | $104,277 | $94,625+10.2% | $116,228-10.3% | $84,808+23.0% |
| Participation rate | 74.4% | 70.4%+4.0pp | 74.6%-0.1pp | 68.3%+6.1pp |
| Annual return | 13.49% | 20.40%-6.9pp | 90.06%-76.6pp | 40.90%-27.4pp |
| Employer contribution / active EE | $439 | $2,347-81.3% | $2,994-85.3% | $2,631-83.3% |
| Participant deferral / active EE | $4,531 | $3,972+14.1% | $4,953-8.5% | $4,212+7.6% |
| Admin fee / account holder | $15,183 | $10,091+50.5% | $11,989+26.6% | $7,344+106.8% |