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 | $76,568 | $99,985-23.4% | $146,665-47.8% | $85,850-10.8% |
| Participation rate | 77.4% | 73.1%+4.4pp | 80.1%-2.7pp | 69.3%+8.1pp |
| Annual return | 22.46% | 18.93%+3.5pp | 22.74%-0.3pp | 318.53%-296.1pp |
| Employer contribution / active EE | $549 | $2,559-78.6% | $4,136-86.7% | $2,565-78.6% |
| Participant deferral / active EE | $2,925 | $4,006-27.0% | $5,506-46.9% | $3,952-26.0% |
| Admin fee / account holder | $1,856 | $7,702-75.9% | $10,280-81.9% | $6,260-70.3% |