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 | $56,010 | $118,450-52.7% | $98,439-43.1% | $139,434-59.8% |
| Participation rate | 77.3% | 77.4%-0.2pp | 75.2%+2.1pp | 80.3%-3.0pp |
| Annual return | 15.60% | 18.94%-3.3pp | 21.16%-5.6pp | 372.94%-357.3pp |
| Employer contribution / active EE | $602 | $3,609-83.3% | $3,048-80.2% | $4,751-87.3% |
| Participant deferral / active EE | $1,613 | $5,392-70.1% | $4,738-65.9% | $6,710-76.0% |
| Admin fee / account holder | $2,783 | $14,026-80.2% | $8,948-68.9% | $11,403-75.6% |