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 | $67,215 | $85,202-21.1% | $172,739-61.1% | $72,985-7.9% |
| Participation rate | 76.5% | 70.1%+6.5pp | 82.6%-6.1pp | 69.5%+7.0pp |
| Annual return | 20.93% | 27.32%-6.4pp | 802.84%-781.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $330 | $3,324-90.1% | $5,143-93.6% | $2,440-86.5% |
| Participant deferral / active EE | $3,451 | $3,260+5.9% | $5,198-33.6% | $3,607-4.3% |
| Admin fee / account holder | $1,507 | $5,884-74.4% | $13,954-89.2% | $5,124-70.6% |