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 | $63,713 | $123,793-48.5% | $177,821-64.2% | $79,858-20.2% |
| Participation rate | 83.0% | 84.7%-1.7pp | 87.7%-4.7pp | 69.6%+13.3pp |
| Annual return | 21.61% | 22.82%-1.2pp | 48.32%-26.7pp | 31.71%-10.1pp |
| Employer contribution / active EE | $190 | $4,095-95.4% | $5,918-96.8% | $2,471-92.3% |
| Participant deferral / active EE | $4,943 | $5,956-17.0% | $7,714-35.9% | $3,740+32.2% |
| Admin fee / account holder | $1,657 | $7,243-77.1% | $12,427-86.7% | $5,306-68.8% |