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 | $106,722 | $113,016-5.6% | $103,476+3.1% | $74,495+43.3% |
| Participation rate | 86.1% | 80.8%+5.3pp | 80.5%+5.6pp | 67.2%+18.9pp |
| Annual return | 21.60% | 23.24%-1.6pp | 23.90%-2.3pp | 1364.94%-1343.3pp |
| Employer contribution / active EE | $1,435 | $4,881-70.6% | $4,672-69.3% | $2,623-45.3% |
| Participant deferral / active EE | $4,518 | $7,279-37.9% | $6,623-31.8% | $4,346+4.0% |
| Admin fee / account holder | $4,294 | $1,709+151.3% | $9,413-54.4% | $1,942+121.1% |