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 | $85,739 | $78,672+9.0% | $109,143-21.4% | $85,850-0.1% |
| Participation rate | 96.0% | 68.3%+27.7pp | 75.9%+20.1pp | 69.3%+26.7pp |
| Annual return | 15.25% | 25.09%-9.8pp | 25.75%-10.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $479 | $2,735-82.5% | $3,722-87.1% | $2,565-81.3% |
| Participant deferral / active EE | $3,086 | $3,467-11.0% | $4,653-33.7% | $3,952-21.9% |
| Admin fee / account holder | $594 | $5,469-89.1% | $6,752-91.2% | $6,260-90.5% |