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 | $77,914 | $88,672-12.1% | $105,223-26.0% | $82,448-5.5% |
| Participation rate | 70.3% | 67.9%+2.3pp | 75.0%-4.8pp | 68.1%+2.2pp |
| Annual return | 13.97% | 30.86%-16.9pp | 180.65%-166.7pp | 41.64%-27.7pp |
| Employer contribution / active EE | $777 | $3,048-74.5% | $3,689-78.9% | $2,551-69.5% |
| Participant deferral / active EE | $2,077 | $4,036-48.5% | $5,072-59.1% | $4,139-49.8% |
| Admin fee / account holder | $2,267 | $7,146-68.3% | $8,859-74.4% | $7,234-68.7% |