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 | $69,129 | $109,359-36.8% | $162,163-57.4% | $72,985-5.3% |
| Participation rate | 72.7% | 84.3%-11.5pp | 87.6%-14.8pp | 69.5%+3.2pp |
| Annual return | 19.72% | 25.46%-5.7pp | 115.59%-95.9pp | 81.00%-61.3pp |
| Employer contribution / active EE | $942 | $3,907-75.9% | $5,614-83.2% | $2,440-61.4% |
| Participant deferral / active EE | $3,442 | $5,481-37.2% | $7,298-52.8% | $3,607-4.6% |
| Admin fee / account holder | $6,117 | $7,972-23.3% | $10,843-43.6% | $5,124+19.4% |