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 | $49,246 | $94,031-47.6% | $115,768-57.5% | $82,448-40.3% |
| Participation rate | 70.4% | 70.4%0pp | 74.4%-4.0pp | 68.1%+2.3pp |
| Annual return | 19.45% | 20.61%-1.2pp | 100.46%-81.0pp | 41.64%-22.2pp |
| Employer contribution / active EE | $271 | $2,323-88.3% | $2,940-90.8% | $2,551-89.4% |
| Participant deferral / active EE | $3,078 | $3,972-22.5% | $4,917-37.4% | $4,139-25.6% |
| Admin fee / account holder | $4,154 | $10,249-59.5% | $12,439-66.6% | $7,234-42.6% |