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 | $66,033 | $110,257-40.1% | $96,544-31.6% | $139,434-52.6% |
| Participation rate | 88.2% | 78.1%+10.1pp | 76.0%+12.3pp | 80.3%+7.9pp |
| Annual return | 12.63% | 26.32%-13.7pp | 25.84%-13.2pp | 372.94%-360.3pp |
| Employer contribution / active EE | $468 | $3,620-87.1% | $2,965-84.2% | $4,751-90.2% |
| Participant deferral / active EE | $2,193 | $5,548-60.5% | $4,851-54.8% | $6,710-67.3% |
| Admin fee / account holder | $1,851 | $11,591-84.0% | $8,252-77.6% | $11,403-83.8% |