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 | $60,051 | $83,477-28.1% | $125,175-52.0% | $72,985-17.7% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.5%+5.5pp |
| Annual return | 16.73% | 25.78%-9.0pp | 43.79%-27.1pp | 81.00%-64.3pp |
| Employer contribution / active EE | $512 | $2,345-78.2% | $3,865-86.8% | $2,440-79.0% |
| Participant deferral / active EE | $4,627 | $3,585+29.0% | $4,937-6.3% | $3,607+28.3% |
| Admin fee / account holder | $13,106 | $5,517+137.5% | $9,702+35.1% | $5,124+155.8% |