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 | $64,500 | $181,894-64.5% | $156,549-58.8% | $273,961-76.5% |
| Participation rate | 72.7% | 88.4%-15.7pp | 84.0%-11.3pp | 83.0%-10.3pp |
| Annual return | 38.32% | 30.74%+7.6pp | 32.23%+6.1pp | 41.45%-3.1pp |
| Employer contribution / active EE | $1,103 | $6,248-82.3% | $5,501-79.9% | $4,869-77.3% |
| Participant deferral / active EE | $4,935 | $5,550-11.1% | $4,871+1.3% | $5,287-6.7% |
| Admin fee / account holder | $451 | $15,559-97.1% | $13,027-96.5% | $10,132-95.5% |