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 | $133,619 | $146,267-8.6% | $197,124-32.2% | $82,448+62.1% |
| Participation rate | 75.8% | 84.0%-8.3pp | 86.7%-11.0pp | 68.1%+7.7pp |
| Annual return | 16.35% | 29.61%-13.3pp | 44.34%-28.0pp | 41.64%-25.3pp |
| Employer contribution / active EE | $322 | $4,723-93.2% | $6,227-94.8% | $2,551-87.4% |
| Participant deferral / active EE | $13,548 | $7,035+92.6% | $9,135+48.3% | $4,139+227.3% |
| Admin fee / account holder | $17,834 | $14,422+23.7% | $16,298+9.4% | $7,234+146.5% |