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 | $72,111 | $138,347-47.9% | $184,203-60.9% | $80,856-10.8% |
| Participation rate | 89.2% | 83.9%+5.3pp | 86.8%+2.4pp | 67.6%+21.6pp |
| Annual return | 12.47% | 20.02%-7.5pp | 28.81%-16.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $600 | $4,850-87.6% | $6,427-90.7% | $2,755-78.2% |
| Participant deferral / active EE | $3,665 | $7,071-48.2% | $9,131-59.9% | $4,296-14.7% |
| Admin fee / account holder | $1,518 | $10,483-85.5% | $13,901-89.1% | $6,918-78.1% |