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 | $50,050 | $78,705-36.4% | $117,854-57.5% | $70,131-28.6% |
| Participation rate | 80.0% | 73.2%+6.8pp | 79.7%+0.3pp | 69.5%+10.5pp |
| Annual return | 17.12% | 23.30%-6.2pp | 335.08%-318.0pp | 73.14%-56.0pp |
| Employer contribution / active EE | $497 | $2,223-77.7% | $3,786-86.9% | $2,342-78.8% |
| Participant deferral / active EE | $2,049 | $3,297-37.9% | $4,482-54.3% | $3,332-38.5% |
| Admin fee / account holder | $1,800 | $5,065-64.5% | $8,020-77.6% | $4,645-61.3% |