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 | $81,459 | $138,347-41.1% | $184,203-55.8% | $80,856+0.7% |
| Participation rate | 72.0% | 83.9%-11.9pp | 86.8%-14.8pp | 67.6%+4.4pp |
| Annual return | 16.82% | 20.02%-3.2pp | 28.81%-12.0pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,125 | $4,850-76.8% | $6,427-82.5% | $2,755-59.2% |
| Participant deferral / active EE | $3,582 | $7,071-49.3% | $9,131-60.8% | $4,296-16.6% |
| Admin fee / account holder | $2,725 | $10,483-74.0% | $13,901-80.4% | $6,918-60.6% |