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 | $50,336 | $87,841-42.7% | $133,980-62.4% | $62,891-20.0% |
| Participation rate | 77.5% | 83.4%-5.9pp | 87.1%-9.6pp | 69.3%+8.2pp |
| Annual return | 6.75% | 12.05%-5.3pp | 29.30%-22.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $919 | $3,483-73.6% | $5,211-82.4% | $2,281-59.7% |
| Participant deferral / active EE | $2,803 | $4,812-41.8% | $6,282-55.4% | $3,203-12.5% |
| Admin fee / account holder | $12,536 | $5,371+133.4% | $9,324+34.4% | $4,296+191.8% |