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 | $104,305 | $117,841-11.5% | $102,423+1.8% | $145,922-28.5% |
| Participation rate | 82.4% | 78.6%+3.8pp | 76.5%+5.9pp | 80.3%+2.1pp |
| Annual return | 27.37% | 31.65%-4.3pp | 29.32%-2.0pp | 561.29%-533.9pp |
| Employer contribution / active EE | $475 | $3,615-86.9% | $3,023-84.3% | $4,660-89.8% |
| Participant deferral / active EE | $3,850 | $5,731-32.8% | $5,053-23.8% | $6,688-42.4% |
| Admin fee / account holder | $12,434 | $13,326-6.7% | $9,451+31.6% | $13,397-7.2% |