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 | $65,403 | $63,346+3.2% | $92,233-29.1% | $70,131-6.7% |
| Participation rate | 70.0% | 68.7%+1.3pp | 76.5%-6.5pp | 69.5%+0.5pp |
| Annual return | 18.59% | 530.12%-511.5pp | 176.28%-157.7pp | 73.14%-54.5pp |
| Employer contribution / active EE | $345 | $2,471-86.0% | $3,679-90.6% | $2,342-85.3% |
| Participant deferral / active EE | $5,810 | $2,854+103.6% | $3,897+49.1% | $3,332+74.4% |
| Admin fee / account holder | $1,977 | $3,840-48.5% | $5,194-61.9% | $4,645-57.4% |