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 | $89,474 | $95,416-6.2% | $185,823-51.9% | $85,850+4.2% |
| Participation rate | 75.6% | 68.8%+6.9pp | 81.7%-6.1pp | 69.3%+6.3pp |
| Annual return | 12.50% | 23.59%-11.1pp | 122.05%-109.6pp | 318.53%-306.0pp |
| Employer contribution / active EE | $326 | $3,314-90.2% | $5,167-93.7% | $2,565-87.3% |
| Participant deferral / active EE | $3,816 | $3,423+11.5% | $5,568-31.5% | $3,952-3.4% |
| Admin fee / account holder | $12,648 | $7,213+75.4% | $16,237-22.1% | $6,260+102.0% |