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 | $42,517 | $201,272-78.9% | $184,203-76.9% | $145,922-70.9% |
| Participation rate | 84.2% | 87.5%-3.3pp | 86.8%-2.6pp | 80.3%+3.9pp |
| Annual return | 13.38% | 29.00%-15.6pp | 28.81%-15.4pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,393 | $7,022-80.2% | $6,427-78.3% | $4,660-70.1% |
| Participant deferral / active EE | $3,499 | $9,806-64.3% | $9,131-61.7% | $6,688-47.7% |
| Admin fee / account holder | $3,055 | $16,364-81.3% | $13,901-78.0% | $13,397-77.2% |