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 3-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 | $173,891 | $177,572-2.1% | $154,803+12.3% | $142,382+22.1% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 13.25% | 65.07%-51.8pp | 58.88%-45.6pp | 217.08%-203.8pp |
| Employer contribution / active EE | -$4,142 | $4,810-186.1% | $4,305-196.2% | $4,299-196.4% |
| Participant deferral / active EE | $11,192 | $6,272+78.5% | $5,540+102.0% | $6,507+72.0% |
| Admin fee / account holder | $1,647 | $16,786-90.2% | $14,329-88.5% | $12,624-87.0% |