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 | $53,906 | $80,968-33.4% | $96,544-44.2% | $75,163-28.3% |
| Participation rate | 71.2% | 71.8%-0.6pp | 76.0%-4.8pp | 67.2%+4.0pp |
| Annual return | 16.35% | 27.06%-10.7pp | 25.84%-9.5pp | 160.62%-144.3pp |
| Employer contribution / active EE | $626 | $2,282-72.6% | $2,965-78.9% | $2,670-76.6% |
| Participant deferral / active EE | $2,512 | $3,928-36.1% | $4,851-48.2% | $4,125-39.1% |
| Admin fee / account holder | $3,025 | $6,724-55.0% | $8,252-63.3% | $5,651-46.5% |