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 | $120,399 | $95,453+26.1% | $112,040+7.5% | $82,448+46.0% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.5%+11.5pp | 68.1%+19.9pp |
| Annual return | 13.47% | 23.92%-10.4pp | 24.52%-11.0pp | 41.64%-28.2pp |
| Employer contribution / active EE | $439 | $2,318-81.1% | $2,954-85.1% | $2,551-82.8% |
| Participant deferral / active EE | $2,571 | $4,224-39.1% | $5,098-49.6% | $4,139-37.9% |
| Admin fee / account holder | $9,189 | $9,013+1.9% | $12,098-24.0% | $7,234+27.0% |