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 | $70,552 | $115,770-39.1% | $101,248-30.3% | $158,922-55.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 12.31% | 56.14%-43.8pp | 46.47%-34.2pp | 302.83%-290.5pp |
| Employer contribution / active EE | $600 | $4,175-85.6% | $3,660-83.6% | $4,761-87.4% |
| Participant deferral / active EE | $2,581 | $4,957-47.9% | $4,370-40.9% | $5,982-56.9% |
| Admin fee / account holder | $8,823 | $7,245+21.8% | $5,945+48.4% | $11,246-21.5% |