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 | $59,977 | $78,705-23.8% | $117,854-49.1% | $70,131-14.5% |
| Participation rate | 84.2% | 73.2%+11.0pp | 79.7%+4.5pp | 69.5%+14.7pp |
| Annual return | 18.01% | 23.30%-5.3pp | 335.08%-317.1pp | 73.14%-55.1pp |
| Employer contribution / active EE | $433 | $2,223-80.5% | $3,786-88.6% | $2,342-81.5% |
| Participant deferral / active EE | $2,510 | $3,297-23.9% | $4,482-44.0% | $3,332-24.7% |
| Admin fee / account holder | $1,686 | $5,065-66.7% | $8,020-79.0% | $4,645-63.7% |