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 | $81,757 | $83,908-2.6% | $68,509+19.3% | $125,391-34.8% |
| Participation rate | 78.3% | 78.2%+0.1pp | 74.7%+3.5pp | 83.2%-4.9pp |
| Annual return | 1.24% | 14.48%-13.2pp | 8.27%-7.0pp | 282.22%-281.0pp |
| Employer contribution / active EE | $324 | $3,031-89.3% | $2,278-85.8% | $4,866-93.3% |
| Participant deferral / active EE | $1,293 | $4,125-68.7% | $3,382-61.8% | $5,352-75.8% |
| Admin fee / account holder | $5,546 | $8,982-38.3% | $5,275+5.1% | $9,540-41.9% |