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 | $64,481 | $78,705-18.1% | $117,854-45.3% | $70,131-8.1% |
| Participation rate | 78.9% | 73.2%+5.8pp | 79.7%-0.7pp | 69.5%+9.4pp |
| Annual return | 13.82% | 23.30%-9.5pp | 335.08%-321.3pp | 73.14%-59.3pp |
| Employer contribution / active EE | $349 | $2,223-84.3% | $3,786-90.8% | $2,342-85.1% |
| Participant deferral / active EE | $2,333 | $3,297-29.2% | $4,482-47.9% | $3,332-30.0% |
| Admin fee / account holder | $17,824 | $5,065+251.9% | $8,020+122.2% | $4,645+283.7% |