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 | $55,517 | $60,349-8.0% | $74,183-25.2% | $62,891-11.7% |
| Participation rate | 78.6% | 72.7%+5.8pp | 76.6%+2.0pp | 69.3%+9.3pp |
| Annual return | 7.11% | 21.37%-14.3pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $193 | $1,680-88.5% | $2,370-91.8% | $2,281-91.5% |
| Participant deferral / active EE | $1,933 | $2,856-32.3% | $3,550-45.5% | $3,203-39.7% |
| Admin fee / account holder | $4,080 | $4,261-4.3% | $5,586-27.0% | $4,296-5.0% |