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 | $97,950 | $118,849-17.6% | $96,562+1.4% | $167,490-41.5% |
| Participation rate | 79.2% | 75.5%+3.7pp | 69.8%+9.4pp | 82.1%-2.9pp |
| Annual return | 13.36% | 50.49%-37.1pp | 37.78%-24.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $415 | $3,120-86.7% | $2,356-82.4% | $4,837-91.4% |
| Participant deferral / active EE | $2,655 | $4,616-42.5% | $3,849-31.0% | $6,341-58.1% |
| Admin fee / account holder | $1,849 | $8,065-77.1% | $6,181-70.1% | $12,309-85.0% |