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 | $68,606 | $80,968-15.3% | $96,544-28.9% | $75,163-8.7% |
| Participation rate | 75.0% | 71.8%+3.2pp | 76.0%-1.0pp | 67.2%+7.8pp |
| Annual return | 14.37% | 27.06%-12.7pp | 25.84%-11.5pp | 160.62%-146.2pp |
| Employer contribution / active EE | $336 | $2,282-85.3% | $2,965-88.7% | $2,670-87.4% |
| Participant deferral / active EE | $1,875 | $3,928-52.3% | $4,851-61.3% | $4,125-54.5% |
| Admin fee / account holder | $717 | $6,724-89.3% | $8,252-91.3% | $5,651-87.3% |