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 | $114,479 | $123,793-7.5% | $177,821-35.6% | $79,858+43.4% |
| Participation rate | 77.6% | 84.7%-7.1pp | 87.7%-10.2pp | 69.6%+7.9pp |
| Annual return | 12.14% | 22.82%-10.7pp | 48.32%-36.2pp | 31.71%-19.6pp |
| Employer contribution / active EE | $889 | $4,095-78.3% | $5,918-85.0% | $2,471-64.0% |
| Participant deferral / active EE | $4,985 | $5,956-16.3% | $7,714-35.4% | $3,740+33.3% |
| Admin fee / account holder | $15,822 | $7,243+118.5% | $12,427+27.3% | $5,306+198.2% |