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 4-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 | $105,563 | $86,929+21.4% | $102,423+3.1% | $80,856+30.6% |
| Participation rate | 77.5% | 72.4%+5.1pp | 76.5%+1.0pp | 67.6%+9.9pp |
| Annual return | 14.19% | 18.88%-4.7pp | 29.32%-15.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $565 | $2,369-76.1% | $3,023-81.3% | $2,755-79.5% |
| Participant deferral / active EE | $3,394 | $4,118-17.6% | $5,053-32.8% | $4,296-21.0% |
| Admin fee / account holder | $9,573 | $8,049+18.9% | $9,451+1.3% | $6,918+38.4% |