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 | $76,049 | $123,793-38.6% | $177,821-57.2% | $79,858-4.8% |
| Participation rate | 96.8% | 84.7%+12.1pp | 87.7%+9.1pp | 69.6%+27.1pp |
| Annual return | 15.74% | 22.82%-7.1pp | 48.32%-32.6pp | 31.71%-16.0pp |
| Employer contribution / active EE | $646 | $4,095-84.2% | $5,918-89.1% | $2,471-73.9% |
| Participant deferral / active EE | $5,708 | $5,956-4.2% | $7,714-26.0% | $3,740+52.6% |
| Admin fee / account holder | $13,523 | $7,243+86.7% | $12,427+8.8% | $5,306+154.8% |