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 | $63,000 | $154,228-59.2% | $145,433-56.7% | $137,256-54.1% |
| Participation rate | 73.3% | 83.8%-10.5pp | 82.1%-8.8pp | 80.0%-6.6pp |
| Annual return | 17.23% | 74.59%-57.4pp | 66.58%-49.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $378 | $4,804-92.1% | $4,554-91.7% | $4,156-90.9% |
| Participant deferral / active EE | $4,839 | $8,216-41.1% | $7,897-38.7% | $6,407-24.5% |
| Admin fee / account holder | $889 | $14,344-93.8% | $13,129-93.2% | $12,270-92.8% |