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 | $63,947 | $91,552-30.2% | $133,956-52.3% | $79,858-19.9% |
| Participation rate | 88.0% | 73.3%+14.7pp | 79.8%+8.2pp | 69.6%+18.4pp |
| Annual return | 16.43% | 61.85%-45.4pp | 45.09%-28.7pp | 31.71%-15.3pp |
| Employer contribution / active EE | $376 | $2,384-84.2% | $3,919-90.4% | $2,471-84.8% |
| Participant deferral / active EE | $2,410 | $3,733-35.4% | $5,048-52.3% | $3,740-35.6% |
| Admin fee / account holder | $2,772 | $6,321-56.1% | $8,927-68.9% | $5,306-47.8% |