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 | $66,617 | $48,364+37.7% | $71,796-7.2% | $62,891+5.9% |
| Participation rate | 74.4% | 60.6%+13.7pp | 69.1%+5.2pp | 69.3%+5.1pp |
| Annual return | 9.74% | 13.16%-3.4pp | 78.04%-68.3pp | 20.14%-10.4pp |
| Employer contribution / active EE | $92 | $1,042-91.1% | $1,924-95.2% | $2,281-96.0% |
| Participant deferral / active EE | $2,312 | $2,091+10.6% | $2,794-17.3% | $3,203-27.8% |
| Admin fee / account holder | $1,095 | $3,771-71.0% | $4,815-77.3% | $4,296-74.5% |