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 | $78,003 | $111,754-30.2% | $103,333-24.5% | $145,922-46.5% |
| Participation rate | 73.7% | 77.9%-4.3pp | 74.5%-0.8pp | 80.3%-6.6pp |
| Annual return | 13.11% | 24.77%-11.7pp | 24.88%-11.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $263 | $4,212-93.7% | $3,868-93.2% | $4,660-94.3% |
| Participant deferral / active EE | $5,789 | $5,619+3.0% | $5,057+14.5% | $6,688-13.4% |
| Admin fee / account holder | $9,006 | $9,750-7.6% | $8,355+7.8% | $13,397-32.8% |