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 | $63,236 | $118,450-46.6% | $98,439-35.8% | $139,434-54.6% |
| Participation rate | 70.0% | 77.4%-7.4pp | 75.2%-5.2pp | 80.3%-10.3pp |
| Annual return | 10.59% | 18.94%-8.3pp | 21.16%-10.6pp | 372.94%-362.3pp |
| Employer contribution / active EE | $275 | $3,609-92.4% | $3,048-91.0% | $4,751-94.2% |
| Participant deferral / active EE | $1,756 | $5,392-67.4% | $4,738-62.9% | $6,710-73.8% |
| Admin fee / account holder | $11,842 | $14,026-15.6% | $8,948+32.3% | $11,403+3.9% |