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 | $79,485 | $86,929-8.6% | $102,423-22.4% | $80,856-1.7% |
| Participation rate | 92.5% | 72.4%+20.1pp | 76.5%+16.0pp | 67.6%+24.8pp |
| Annual return | 10.94% | 18.88%-7.9pp | 29.32%-18.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $630 | $2,369-73.4% | $3,023-79.2% | $2,755-77.1% |
| Participant deferral / active EE | $3,179 | $4,118-22.8% | $5,053-37.1% | $4,296-26.0% |
| Admin fee / account holder | $1,547 | $8,049-80.8% | $9,451-83.6% | $6,918-77.6% |