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 | $36,813 | $77,634-52.6% | $156,549-76.5% | $62,891-41.5% |
| Participation rate | 74.5% | 71.2%+3.3pp | 84.0%-9.5pp | 69.3%+5.2pp |
| Annual return | 6.00% | 50.32%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $102 | $3,444-97.0% | $5,501-98.1% | $2,281-95.5% |
| Participant deferral / active EE | $873 | $3,045-71.3% | $4,871-82.1% | $3,203-72.7% |
| Admin fee / account holder | $2,741 | $5,561-50.7% | $13,027-79.0% | $4,296-36.2% |