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 | $63,353 | $61,605+2.8% | $112,229-43.6% | $75,163-15.7% |
| Participation rate | 86.4% | 61.7%+24.7pp | 72.4%+13.9pp | 67.2%+19.2pp |
| Annual return | 16.31% | 28.47%-12.2pp | 30.20%-13.9pp | 160.62%-144.3pp |
| Employer contribution / active EE | $76 | $2,015-96.2% | $3,430-97.8% | $2,670-97.2% |
| Participant deferral / active EE | $2,528 | $3,108-18.7% | $4,798-47.3% | $4,125-38.7% |
| Admin fee / account holder | $2,648 | $4,862-45.5% | $7,748-65.8% | $5,651-53.1% |