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 | $60,594 | $157,256-61.5% | $141,162-57.1% | $152,861-60.4% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 22.47% | 64.32%-41.9pp | 71.39%-48.9pp | 345.32%-322.9pp |
| Employer contribution / active EE | $311 | $5,261-94.1% | $4,735-93.4% | $4,762-93.5% |
| Participant deferral / active EE | $7,432 | $7,109+4.5% | $6,709+10.8% | $5,850+27.0% |
| Admin fee / account holder | $1,086 | $12,120-91.0% | $10,261-89.4% | $11,596-90.6% |