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 | $51,709 | $67,606-23.5% | $82,313-37.2% | $70,131-26.3% |
| Participation rate | 84.0% | 72.8%+11.2pp | 76.9%+7.1pp | 69.5%+14.5pp |
| Annual return | 16.86% | 21.57%-4.7pp | 25.88%-9.0pp | 73.14%-56.3pp |
| Employer contribution / active EE | $70 | $1,755-96.0% | $2,428-97.1% | $2,342-97.0% |
| Participant deferral / active EE | $2,425 | $2,987-18.8% | $3,706-34.6% | $3,332-27.2% |
| Admin fee / account holder | $2,128 | $4,512-52.8% | $5,608-62.1% | $4,645-54.2% |