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 | $66,603 | $79,171-15.9% | $102,423-35.0% | $74,495-10.6% |
| Participation rate | 91.7% | 74.8%+16.9pp | 76.5%+15.3pp | 67.2%+24.5pp |
| Annual return | 15.95% | 54.93%-39.0pp | 29.32%-13.4pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $691 | $2,362-70.8% | $3,023-77.2% | $2,623-73.7% |
| Participant deferral / active EE | $6,911 | $4,415+56.5% | $5,053+36.8% | $4,346+59.0% |
| Admin fee / account holder | $8,083 | $2,001+304.0% | $9,451-14.5% | $1,942+316.3% |