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 | $60,620 | $117,983-48.6% | $101,794-40.4% | $142,382-57.4% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 13.74% | 36.92%-23.2pp | 30.53%-16.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $400 | $2,773-85.6% | $2,289-82.5% | $4,299-90.7% |
| Participant deferral / active EE | $1,342 | $4,714-71.5% | $4,084-67.1% | $6,507-79.4% |
| Admin fee / account holder | $10,074 | $10,433-3.4% | $8,777+14.8% | $12,624-20.2% |