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 | $58,733 | $201,272-70.8% | $184,203-68.1% | $145,922-59.8% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 10.84% | 29.00%-18.2pp | 28.81%-18.0pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,070 | $7,022-84.8% | $6,427-83.4% | $4,660-77.0% |
| Participant deferral / active EE | $3,625 | $9,806-63.0% | $9,131-60.3% | $6,688-45.8% |
| Admin fee / account holder | $796 | $16,364-95.1% | $13,901-94.3% | $13,397-94.1% |