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 | $70,345 | $159,602-55.9% | $150,045-53.1% | $142,382-50.6% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 17.00% | 70.24%-53.2pp | 62.55%-45.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $557 | $4,961-88.8% | $4,693-88.1% | $4,299-87.1% |
| Participant deferral / active EE | $9,053 | $8,310+8.9% | $7,997+13.2% | $6,507+39.1% |
| Admin fee / account holder | $3,382 | $14,846-77.2% | $13,435-74.8% | $12,624-73.2% |