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 | $70,228 | $86,286-18.6% | $111,297-36.9% | $85,850-18.2% |
| Participation rate | 91.2% | 73.3%+17.8pp | 77.3%+13.9pp | 69.3%+21.9pp |
| Annual return | 17.66% | 19.99%-2.3pp | 54.65%-37.0pp | 318.53%-300.9pp |
| Employer contribution / active EE | $149 | $2,043-92.7% | $2,731-94.5% | $2,565-94.2% |
| Participant deferral / active EE | $1,786 | $3,641-50.9% | $4,487-60.2% | $3,952-54.8% |
| Admin fee / account holder | $1,568 | $8,188-80.9% | $7,964-80.3% | $6,260-75.0% |