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 | $52,806 | $116,175-54.5% | $93,606-43.6% | $152,861-65.5% |
| Participation rate | 92.9% | 78.0%+14.8pp | 75.8%+17.0pp | 82.4%+10.4pp |
| Annual return | 16.74% | 35.96%-19.2pp | 32.76%-16.0pp | 345.32%-328.6pp |
| Employer contribution / active EE | $374 | $3,218-88.4% | $2,718-86.2% | $4,762-92.2% |
| Participant deferral / active EE | $1,885 | $4,603-59.1% | $4,069-53.7% | $5,850-67.8% |
| Admin fee / account holder | $5,292 | $10,748-50.8% | $7,888-32.9% | $11,596-54.4% |