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 | $74,471 | $86,929-14.3% | $102,423-27.3% | $80,856-7.9% |
| Participation rate | 77.3% | 72.4%+5.0pp | 76.5%+0.8pp | 67.6%+9.7pp |
| Annual return | 15.57% | 18.88%-3.3pp | 29.32%-13.8pp | 35.59%-20.0pp |
| Employer contribution / active EE | $471 | $2,369-80.1% | $3,023-84.4% | $2,755-82.9% |
| Participant deferral / active EE | $3,540 | $4,118-14.1% | $5,053-29.9% | $4,296-17.6% |
| Admin fee / account holder | $15,471 | $8,049+92.2% | $9,451+63.7% | $6,918+123.6% |