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 | $65,266 | $65,365-0.2% | $92,893-29.7% | $72,985-10.6% |
| Participation rate | 79.1% | 68.3%+10.8pp | 76.0%+3.1pp | 69.5%+9.6pp |
| Annual return | 16.36% | 42.10%-25.7pp | 109.41%-93.1pp | 81.00%-64.6pp |
| Employer contribution / active EE | $139 | $2,594-94.6% | $3,653-96.2% | $2,440-94.3% |
| Participant deferral / active EE | $2,788 | $3,128-10.9% | $4,236-34.2% | $3,607-22.7% |
| Admin fee / account holder | $22,323 | $4,251+425.1% | $5,794+285.3% | $5,124+335.6% |