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 | $69,070 | $78,926-12.5% | $136,749-49.5% | $84,808-18.6% |
| Participation rate | 80.3% | 62.2%+18.2pp | 72.1%+8.2pp | 68.3%+12.0pp |
| Annual return | 13.85% | 18.17%-4.3pp | 24.33%-10.5pp | 40.90%-27.0pp |
| Employer contribution / active EE | $426 | $2,134-80.0% | $3,400-87.5% | $2,631-83.8% |
| Participant deferral / active EE | $2,408 | $3,168-24.0% | $4,692-48.7% | $4,212-42.8% |
| Admin fee / account holder | $31,499 | $6,369+394.6% | $11,386+176.6% | $7,344+328.9% |