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 | $46,648 | $56,277-17.1% | $80,975-42.4% | $62,891-25.8% |
| Participation rate | 89.2% | 69.0%+20.2pp | 75.8%+13.4pp | 69.3%+19.9pp |
| Annual return | 7.68% | 22.12%-14.4pp | 17.10%-9.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $153 | $1,943-92.1% | $3,714-95.9% | $2,281-93.3% |
| Participant deferral / active EE | $3,119 | $4,195-25.6% | $5,696-45.2% | $3,203-2.6% |
| Admin fee / account holder | $1,742 | $3,741-53.4% | $5,516-68.4% | $4,296-59.5% |