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 | $83,013 | $89,355-7.1% | $141,162-41.2% | $72,985+13.7% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 19.94% | 111.85%-91.9pp | 71.39%-51.4pp | 81.00%-61.1pp |
| Employer contribution / active EE | $298 | $3,114-90.4% | $4,735-93.7% | $2,440-87.8% |
| Participant deferral / active EE | $3,300 | $5,418-39.1% | $6,709-50.8% | $3,607-8.5% |
| Admin fee / account holder | $3,515 | $5,958-41.0% | $10,261-65.7% | $5,124-31.4% |