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 | $64,691 | $99,032-34.7% | $80,019-19.2% | $135,375-52.2% |
| Participation rate | 78.6% | 78.4%+0.2pp | 75.8%+2.7pp | 82.6%-4.1pp |
| Annual return | 14.61% | 15.39%-0.8pp | 11.22%+3.4pp | 519.73%-505.1pp |
| Employer contribution / active EE | $365 | $3,043-88.0% | $2,468-85.2% | $4,779-92.4% |
| Participant deferral / active EE | $1,216 | $4,282-71.6% | $3,686-67.0% | $5,609-78.3% |
| Admin fee / account holder | $1,774 | $10,436-83.0% | $6,521-72.8% | $10,827-83.6% |