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 | $82,479 | $89,753-8.1% | $107,525-23.3% | $84,808-2.7% |
| Participation rate | 80.0% | 68.1%+11.9pp | 75.1%+4.9pp | 68.3%+11.7pp |
| Annual return | 16.91% | 29.48%-12.6pp | 181.32%-164.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $589 | $3,113-81.1% | $3,754-84.3% | $2,631-77.6% |
| Participant deferral / active EE | $2,660 | $4,056-34.4% | $5,116-48.0% | $4,212-36.8% |
| Admin fee / account holder | $5,116 | $7,222-29.2% | $8,919-42.6% | $7,344-30.3% |