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 | $90,487 | $133,040-32.0% | $119,258-24.1% | $79,386+14.0% |
| Participation rate | 78.4% | 80.9%-2.4pp | 82.7%-4.3pp | 70.7%+7.7pp |
| Annual return | 13.37% | 20.05%-6.7pp | 30.69%-17.3pp | 116.85%-103.5pp |
| Employer contribution / active EE | $1,121 | $4,390-74.5% | $4,384-74.4% | $2,427-53.8% |
| Participant deferral / active EE | $3,060 | $6,448-52.6% | $6,111-49.9% | $4,046-24.4% |
| Admin fee / account holder | $394 | $686-42.7% | $7,226-94.6% | $626-37.2% |