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 | $75,036 | $78,705-4.7% | $117,854-36.3% | $70,131+7.0% |
| Participation rate | 72.3% | 73.2%-0.9pp | 79.7%-7.4pp | 69.5%+2.7pp |
| Annual return | 17.54% | 23.30%-5.8pp | 335.08%-317.5pp | 73.14%-55.6pp |
| Employer contribution / active EE | $426 | $2,223-80.8% | $3,786-88.7% | $2,342-81.8% |
| Participant deferral / active EE | $3,728 | $3,297+13.1% | $4,482-16.8% | $3,332+11.9% |
| Admin fee / account holder | $5,129 | $5,065+1.3% | $8,020-36.0% | $4,645+10.4% |