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 | $122,842 | $109,413+12.3% | $156,263-21.4% | $84,808+44.8% |
| Participation rate | 91.3% | 72.7%+18.6pp | 78.9%+12.4pp | 68.3%+23.0pp |
| Annual return | 12.90% | 20.18%-7.3pp | 59.47%-46.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $670 | $2,907-77.0% | $4,333-84.5% | $2,631-74.5% |
| Participant deferral / active EE | $3,490 | $4,590-24.0% | $6,158-43.3% | $4,212-17.1% |
| Admin fee / account holder | $21,284 | $9,357+127.5% | $14,255+49.3% | $7,344+189.8% |