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 | $59,262 | $74,927-20.9% | $101,794-41.8% | $84,808-30.1% |
| Participation rate | 79.4% | 61.4%+18.0pp | 69.2%+10.2pp | 68.3%+11.1pp |
| Annual return | 13.17% | 18.70%-5.5pp | 30.53%-17.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $221 | $1,522-85.5% | $2,289-90.4% | $2,631-91.6% |
| Participant deferral / active EE | $2,216 | $3,099-28.5% | $4,084-45.7% | $4,212-47.4% |
| Admin fee / account holder | $12,320 | $6,514+89.1% | $8,777+40.4% | $7,344+67.8% |