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 | $76,511 | $78,705-2.8% | $117,854-35.1% | $70,131+9.1% |
| Participation rate | 82.4% | 73.2%+9.2pp | 79.7%+2.7pp | 69.5%+12.8pp |
| Annual return | 16.55% | 23.30%-6.8pp | 335.08%-318.5pp | 73.14%-56.6pp |
| Employer contribution / active EE | $2 | $2,223-99.9% | $3,786-99.9% | $2,342-99.9% |
| Participant deferral / active EE | $2,145 | $3,297-35.0% | $4,482-52.1% | $3,332-35.6% |
| Admin fee / account holder | $1,927 | $5,065-62.0% | $8,020-76.0% | $4,645-58.5% |