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 | $56,641 | $127,065-55.4% | $113,168-49.9% | $142,382-60.2% |
| Participation rate | 84.6% | 79.2%+5.4pp | 76.6%+8.1pp | 80.1%+4.5pp |
| Annual return | 10.90% | 24.03%-13.1pp | 24.27%-13.4pp | 217.08%-206.2pp |
| Employer contribution / active EE | $769 | $3,442-77.7% | $2,975-74.1% | $4,299-82.1% |
| Participant deferral / active EE | $2,016 | $5,716-64.7% | $5,107-60.5% | $6,507-69.0% |
| Admin fee / account holder | $6,088 | $15,736-61.3% | $12,068-49.6% | $12,624-51.8% |