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 | $86,517 | $86,929-0.5% | $102,423-15.5% | $80,856+7.0% |
| Participation rate | 96.6% | 72.4%+24.2pp | 76.5%+20.1pp | 67.6%+29.0pp |
| Annual return | 12.65% | 18.88%-6.2pp | 29.32%-16.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $689 | $2,369-70.9% | $3,023-77.2% | $2,755-75.0% |
| Participant deferral / active EE | $7,627 | $4,118+85.2% | $5,053+51.0% | $4,296+77.6% |
| Admin fee / account holder | $1,711 | $8,049-78.7% | $9,451-81.9% | $6,918-75.3% |