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 | $65,694 | $177,572-63.0% | $154,803-57.6% | $142,382-53.9% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.1%+11.4pp | 80.1%+9.4pp |
| Annual return | 12.33% | 65.07%-52.7pp | 58.88%-46.6pp | 217.08%-204.7pp |
| Employer contribution / active EE | $745 | $4,810-84.5% | $4,305-82.7% | $4,299-82.7% |
| Participant deferral / active EE | $4,920 | $6,272-21.5% | $5,540-11.2% | $6,507-24.4% |
| Admin fee / account holder | $2,981 | $16,786-82.2% | $14,329-79.2% | $12,624-76.4% |