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 5-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 | $103,992 | $117,841-11.8% | $102,423+1.5% | $145,922-28.7% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 11.49% | 31.65%-20.2pp | 29.32%-17.8pp | 561.29%-549.8pp |
| Employer contribution / active EE | $183 | $3,615-94.9% | $3,023-94.0% | $4,660-96.1% |
| Participant deferral / active EE | $2,465 | $5,731-57.0% | $5,053-51.2% | $6,688-63.1% |
| Admin fee / account holder | $9,983 | $13,326-25.1% | $9,451+5.6% | $13,397-25.5% |