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 | $72,127 | $102,828-29.9% | $105,387-31.6% | $152,861-52.8% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 17.05% | 20.85%-3.8pp | 26.82%-9.8pp | 345.32%-328.3pp |
| Employer contribution / active EE | $527 | $4,473-88.2% | $4,213-87.5% | $4,762-88.9% |
| Participant deferral / active EE | $3,512 | $5,465-35.7% | $5,502-36.2% | $5,850-40.0% |
| Admin fee / account holder | $8,277 | $8,683-4.7% | $6,559+26.2% | $11,596-28.6% |