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 | $62,059 | $73,933-16.1% | $96,683-35.8% | $75,163-17.4% |
| Participation rate | 76.7% | 66.4%+10.2pp | 74.3%+2.3pp | 67.2%+9.5pp |
| Annual return | 23.01% | 26.70%-3.7pp | 35.69%-12.7pp | 160.62%-137.6pp |
| Employer contribution / active EE | $414 | $2,928-85.8% | $3,737-88.9% | $2,670-84.5% |
| Participant deferral / active EE | $2,153 | $3,659-41.2% | $4,878-55.9% | $4,125-47.8% |
| Admin fee / account holder | $6,278 | $5,216+20.3% | $6,730-6.7% | $5,651+11.1% |