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 | $110,021 | $87,013+26.4% | $106,213+3.6% | $80,856+36.1% |
| Participation rate | 91.7% | 70.4%+21.2pp | 75.3%+16.4pp | 67.6%+24.0pp |
| Annual return | 15.41% | 17.05%-1.6pp | 116.14%-100.7pp | 35.59%-20.2pp |
| Employer contribution / active EE | $603 | $2,395-74.8% | $3,171-81.0% | $2,755-78.1% |
| Participant deferral / active EE | $4,407 | $3,986+10.6% | $5,016-12.1% | $4,296+2.6% |
| Admin fee / account holder | $8,523 | $8,431+1.1% | $11,033-22.7% | $6,918+23.2% |