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 | $75,839 | $90,745-16.4% | $130,231-41.8% | $75,163+0.9% |
| Participation rate | 80.8% | 71.1%+9.7pp | 76.3%+4.5pp | 67.2%+13.6pp |
| Annual return | 18.88% | 34.45%-15.6pp | 38.77%-19.9pp | 160.62%-141.7pp |
| Employer contribution / active EE | $318 | $3,314-90.4% | $4,126-92.3% | $2,670-88.1% |
| Participant deferral / active EE | $3,223 | $5,362-39.9% | $6,799-52.6% | $4,125-21.9% |
| Admin fee / account holder | $2,719 | $6,331-57.1% | $6,020-54.8% | $5,651-51.9% |