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 | $61,502 | $110,257-44.2% | $96,544-36.3% | $139,434-55.9% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.5pp | 80.3%-8.9pp |
| Annual return | 14.19% | 26.32%-12.1pp | 25.84%-11.7pp | 372.94%-358.8pp |
| Employer contribution / active EE | $710 | $3,620-80.4% | $2,965-76.0% | $4,751-85.0% |
| Participant deferral / active EE | $2,815 | $5,548-49.3% | $4,851-42.0% | $6,710-58.1% |
| Admin fee / account holder | $10,821 | $11,591-6.6% | $8,252+31.1% | $11,403-5.1% |