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 | $140,783 | $148,978-5.5% | $200,582-29.8% | $84,808+66.0% |
| Participation rate | 82.1% | 84.2%-2.1pp | 86.9%-4.7pp | 68.3%+13.8pp |
| Annual return | 17.19% | 28.16%-11.0pp | 42.33%-25.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,169 | $4,815-75.7% | $6,419-81.8% | $2,631-55.6% |
| Participant deferral / active EE | $8,021 | $7,142+12.3% | $9,331-14.0% | $4,212+90.4% |
| Admin fee / account holder | $6,095 | $13,977-56.4% | $16,305-62.6% | $7,344-17.0% |