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 | $95,280 | $138,347-31.1% | $184,203-48.3% | $80,856+17.8% |
| Participation rate | 78.4% | 83.9%-5.4pp | 86.8%-8.4pp | 67.6%+10.8pp |
| Annual return | 11.96% | 20.02%-8.1pp | 28.81%-16.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,023 | $4,850-78.9% | $6,427-84.1% | $2,755-62.9% |
| Participant deferral / active EE | $5,020 | $7,071-29.0% | $9,131-45.0% | $4,296+16.9% |
| Admin fee / account holder | $12,629 | $10,483+20.5% | $13,901-9.2% | $6,918+82.6% |