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 | $91,987 | $72,277+27.3% | $101,248-9.1% | $79,858+15.2% |
| Participation rate | 73.3% | 68.5%+4.9pp | 75.8%-2.5pp | 69.6%+3.7pp |
| Annual return | 21.89% | 22.30%-0.4pp | 46.47%-24.6pp | 31.71%-9.8pp |
| Employer contribution / active EE | $549 | $2,692-79.6% | $3,660-85.0% | $2,471-77.8% |
| Participant deferral / active EE | $6,102 | $3,282+85.9% | $4,370+39.6% | $3,740+63.1% |
| Admin fee / account holder | $2,706 | $4,400-38.5% | $5,945-54.5% | $5,306-49.0% |