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 | $71,860 | $86,929-17.3% | $102,423-29.8% | $80,856-11.1% |
| Participation rate | 74.7% | 72.4%+2.3pp | 76.5%-1.8pp | 67.6%+7.0pp |
| Annual return | 11.78% | 18.88%-7.1pp | 29.32%-17.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $507 | $2,369-78.6% | $3,023-83.2% | $2,755-81.6% |
| Participant deferral / active EE | $5,247 | $4,118+27.4% | $5,053+3.8% | $4,296+22.1% |
| Admin fee / account holder | $10,795 | $8,049+34.1% | $9,451+14.2% | $6,918+56.0% |