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 | $69,959 | $63,346+10.4% | $92,233-24.2% | $70,131-0.2% |
| Participation rate | 85.7% | 68.7%+17.0pp | 76.5%+9.2pp | 69.5%+16.2pp |
| Annual return | 13.11% | 530.12%-517.0pp | 176.28%-163.2pp | 73.14%-60.0pp |
| Employer contribution / active EE | $439 | $2,471-82.2% | $3,679-88.1% | $2,342-81.3% |
| Participant deferral / active EE | $4,043 | $2,854+41.7% | $3,897+3.8% | $3,332+21.4% |
| Admin fee / account holder | $637 | $3,840-83.4% | $5,194-87.7% | $4,645-86.3% |