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 | $62,060 | $81,460-23.8% | $103,333-39.9% | $80,856-23.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.42% | 25.55%-12.1pp | 24.88%-11.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $757 | $3,105-75.6% | $3,868-80.4% | $2,755-72.5% |
| Participant deferral / active EE | $3,611 | $3,869-6.7% | $5,057-28.6% | $4,296-15.9% |
| Admin fee / account holder | $4,904 | $6,566-25.3% | $8,355-41.3% | $6,918-29.1% |