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 | $76,582 | $73,933+3.6% | $96,683-20.8% | $75,163+1.9% |
| Participation rate | 86.1% | 66.4%+19.7pp | 74.3%+11.8pp | 67.2%+18.9pp |
| Annual return | 16.61% | 26.70%-10.1pp | 35.69%-19.1pp | 160.62%-144.0pp |
| Employer contribution / active EE | $716 | $2,928-75.6% | $3,737-80.8% | $2,670-73.2% |
| Participant deferral / active EE | $2,863 | $3,659-21.7% | $4,878-41.3% | $4,125-30.6% |
| Admin fee / account holder | $4,372 | $5,216-16.2% | $6,730-35.0% | $5,651-22.6% |