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 | $75,470 | $86,929-13.2% | $102,423-26.3% | $80,856-6.7% |
| Participation rate | 93.0% | 72.4%+20.6pp | 76.5%+16.5pp | 67.6%+25.3pp |
| Annual return | 13.66% | 18.88%-5.2pp | 29.32%-15.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $653 | $2,369-72.4% | $3,023-78.4% | $2,755-76.3% |
| Participant deferral / active EE | $4,968 | $4,118+20.6% | $5,053-1.7% | $4,296+15.7% |
| Admin fee / account holder | $10,511 | $8,049+30.6% | $9,451+11.2% | $6,918+51.9% |