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 | $72,880 | $99,985-27.1% | $146,665-50.3% | $85,850-15.1% |
| Participation rate | 77.0% | 73.1%+4.0pp | 80.1%-3.0pp | 69.3%+7.7pp |
| Annual return | 16.18% | 18.93%-2.7pp | 22.74%-6.6pp | 318.53%-302.4pp |
| Employer contribution / active EE | $379 | $2,559-85.2% | $4,136-90.8% | $2,565-85.2% |
| Participant deferral / active EE | $2,384 | $4,006-40.5% | $5,506-56.7% | $3,952-39.7% |
| Admin fee / account holder | $6,878 | $7,702-10.7% | $10,280-33.1% | $6,260+9.9% |