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 | $52,024 | $127,065-59.1% | $113,168-54.0% | $142,382-63.5% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 11.25% | 24.03%-12.8pp | 24.27%-13.0pp | 217.08%-205.8pp |
| Employer contribution / active EE | $696 | $3,442-79.8% | $2,975-76.6% | $4,299-83.8% |
| Participant deferral / active EE | $2,320 | $5,716-59.4% | $5,107-54.6% | $6,507-64.3% |
| Admin fee / account holder | $1,214 | $15,736-92.3% | $12,068-89.9% | $12,624-90.4% |