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 | $63,722 | $65,365-2.5% | $92,893-31.4% | $72,985-12.7% |
| Participation rate | 72.5% | 68.3%+4.2pp | 76.0%-3.5pp | 69.5%+3.0pp |
| Annual return | 21.29% | 42.10%-20.8pp | 109.41%-88.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $427 | $2,594-83.5% | $3,653-88.3% | $2,440-82.5% |
| Participant deferral / active EE | $2,941 | $3,128-6.0% | $4,236-30.6% | $3,607-18.5% |
| Admin fee / account holder | $1,349 | $4,251-68.3% | $5,794-76.7% | $5,124-73.7% |