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 | $67,750 | $181,894-62.8% | $156,549-56.7% | $273,961-75.3% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 7.79% | 30.74%-22.9pp | 32.23%-24.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,044 | $6,248-83.3% | $5,501-81.0% | $4,869-78.6% |
| Participant deferral / active EE | $6,579 | $5,550+18.5% | $4,871+35.1% | $5,287+24.4% |
| Admin fee / account holder | $1,904 | $15,559-87.8% | $13,027-85.4% | $10,132-81.2% |