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 | $50,237 | $67,606-25.7% | $82,313-39.0% | $70,131-28.4% |
| Participation rate | 86.4% | 72.8%+13.6pp | 76.9%+9.5pp | 69.5%+16.8pp |
| Annual return | 17.52% | 21.57%-4.0pp | 25.88%-8.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,507 | $2,987+50.9% | $3,706+21.6% | $3,332+35.3% |
| Admin fee / account holder | $2,238 | $4,512-50.4% | $5,608-60.1% | $4,645-51.8% |