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 | $54,367 | $99,341-45.3% | $84,750-35.9% | $273,961-80.2% |
| Participation rate | 84.6% | 80.7%+3.9pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 4.42% | 22.93%-18.5pp | 22.78%-18.4pp | 41.45%-37.0pp |
| Employer contribution / active EE | $578 | $4,214-86.3% | $3,574-83.8% | $4,869-88.1% |
| Participant deferral / active EE | $4,019 | $4,269-5.9% | $3,712+8.3% | $5,287-24.0% |
| Admin fee / account holder | $311 | $6,644-95.3% | $5,332-94.2% | $10,132-96.9% |