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 | $73,278 | $81,460-10.0% | $103,333-29.1% | $80,856-9.4% |
| Participation rate | 73.3% | 66.8%+6.5pp | 74.5%-1.2pp | 67.6%+5.7pp |
| Annual return | 18.68% | 25.55%-6.9pp | 24.88%-6.2pp | 35.59%-16.9pp |
| Employer contribution / active EE | $437 | $3,105-85.9% | $3,868-88.7% | $2,755-84.1% |
| Participant deferral / active EE | $2,158 | $3,869-44.2% | $5,057-57.3% | $4,296-49.8% |
| Admin fee / account holder | $995 | $6,566-84.8% | $8,355-88.1% | $6,918-85.6% |