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 | $71,240 | $65,365+9.0% | $92,893-23.3% | $72,985-2.4% |
| Participation rate | 76.8% | 68.3%+8.5pp | 76.0%+0.8pp | 69.5%+7.3pp |
| Annual return | 25.79% | 42.10%-16.3pp | 109.41%-83.6pp | 81.00%-55.2pp |
| Employer contribution / active EE | $481 | $2,594-81.5% | $3,653-86.8% | $2,440-80.3% |
| Participant deferral / active EE | $2,597 | $3,128-17.0% | $4,236-38.7% | $3,607-28.0% |
| Admin fee / account holder | $3,617 | $4,251-14.9% | $5,794-37.6% | $5,124-29.4% |