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 | $67,613 | $83,477-19.0% | $125,175-46.0% | $72,985-7.4% |
| Participation rate | 71.3% | 73.3%-2.0pp | 79.8%-8.5pp | 69.5%+1.8pp |
| Annual return | 17.57% | 25.78%-8.2pp | 43.79%-26.2pp | 81.00%-63.4pp |
| Employer contribution / active EE | $398 | $2,345-83.0% | $3,865-89.7% | $2,440-83.7% |
| Participant deferral / active EE | $3,268 | $3,585-8.8% | $4,937-33.8% | $3,607-9.4% |
| Admin fee / account holder | $749 | $5,517-86.4% | $9,702-92.3% | $5,124-85.4% |