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 | $73,479 | $138,385-46.9% | $184,200-60.1% | $80,874-9.1% |
| Participation rate | 82.4% | 83.9%-1.5pp | 86.8%-4.5pp | 67.6%+14.7pp |
| Annual return | 37.92% | 20.02%+17.9pp | 28.80%+9.1pp | 35.62%+2.3pp |
| Employer contribution / active EE | $1,050 | $4,849-78.3% | $6,424-83.6% | $2,756-61.9% |
| Participant deferral / active EE | $4,311 | $7,073-39.0% | $9,132-52.8% | $4,297+0.3% |
| Admin fee / account holder | $3,951 | $10,483-62.3% | $13,907-71.6% | $6,935-43.0% |