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 | $25,306 | $59,101-57.2% | $77,163-67.2% | $75,163-66.3% |
| Participation rate | 89.2% | 63.9%+25.3pp | 69.6%+19.6pp | 67.2%+22.0pp |
| Annual return | 13.69% | 26.71%-13.0pp | 37.87%-24.2pp | 160.62%-146.9pp |
| Employer contribution / active EE | $161 | $1,995-91.9% | $2,535-93.6% | $2,670-94.0% |
| Participant deferral / active EE | $2,773 | $2,999-7.5% | $3,833-27.7% | $4,125-32.8% |
| Admin fee / account holder | $3,684 | $4,774-22.8% | $5,472-32.7% | $5,651-34.8% |