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 | $74,308 | $93,571-20.6% | $135,903-45.3% | $75,163-1.1% |
| Participation rate | 71.4% | 75.2%-3.8pp | 81.9%-10.5pp | 67.2%+4.2pp |
| Annual return | 15.70% | 30.90%-15.2pp | 68.23%-52.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $714 | $3,537-79.8% | $4,856-85.3% | $2,670-73.3% |
| Participant deferral / active EE | $4,110 | $6,404-35.8% | $7,758-47.0% | $4,125-0.4% |
| Admin fee / account holder | $3,642 | $6,975-47.8% | $10,762-66.2% | $5,651-35.5% |