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 | $70,669 | $109,359-35.4% | $162,163-56.4% | $72,985-3.2% |
| Participation rate | 73.3% | 84.3%-10.9pp | 87.6%-14.2pp | 69.5%+3.8pp |
| Annual return | 23.33% | 25.46%-2.1pp | 115.59%-92.3pp | 81.00%-57.7pp |
| Employer contribution / active EE | $343 | $3,907-91.2% | $5,614-93.9% | $2,440-85.9% |
| Participant deferral / active EE | $4,489 | $5,481-18.1% | $7,298-38.5% | $3,607+24.4% |
| Admin fee / account holder | $13,770 | $7,972+72.7% | $10,843+27.0% | $5,124+168.7% |