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 | $49,866 | $228,332-78.2% | $185,823-73.2% | $158,922-68.6% |
| Participation rate | 95.5% | 82.3%+13.2pp | 78.0%+17.4pp | 82.0%+13.5pp |
| Annual return | 13.00% | 40.80%-27.8pp | 35.95%-23.0pp | 302.83%-289.8pp |
| Employer contribution / active EE | $440 | $4,967-91.1% | $4,087-89.2% | $4,761-90.8% |
| Participant deferral / active EE | $3,778 | $6,415-41.1% | $5,632-32.9% | $5,982-36.8% |
| Admin fee / account holder | $11,509 | $11,864-3.0% | $9,500+21.1% | $11,246+2.3% |