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 | $92,989 | $148,978-37.6% | $200,582-53.6% | $84,808+9.6% |
| Participation rate | 80.0% | 84.2%-4.2pp | 86.9%-6.9pp | 68.3%+11.7pp |
| Annual return | 18.65% | 28.16%-9.5pp | 42.33%-23.7pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,321 | $4,815-72.6% | $6,419-79.4% | $2,631-49.8% |
| Participant deferral / active EE | $3,896 | $7,142-45.5% | $9,331-58.2% | $4,212-7.5% |
| Admin fee / account holder | $1,475 | $13,977-89.4% | $16,305-91.0% | $7,344-79.9% |