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 | $60,312 | $78,705-23.4% | $117,854-48.8% | $70,131-14.0% |
| Participation rate | 70.7% | 73.2%-2.5pp | 79.7%-8.9pp | 69.5%+1.2pp |
| Annual return | 16.54% | 23.30%-6.8pp | 335.08%-318.5pp | 73.14%-56.6pp |
| Employer contribution / active EE | $189 | $2,223-91.5% | $3,786-95.0% | $2,342-91.9% |
| Participant deferral / active EE | $2,002 | $3,297-39.3% | $4,482-55.3% | $3,332-39.9% |
| Admin fee / account holder | $650 | $5,065-87.2% | $8,020-91.9% | $4,645-86.0% |