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 | $67,881 | $57,354+18.4% | $83,848-19.0% | $64,186+5.8% |
| Participation rate | 70.0% | 68.6%+1.4pp | 76.1%-6.1pp | 69.6%+0.4pp |
| Annual return | 0.37% | 11.38%-11.0pp | 850.88%-850.5pp | 7.63%-7.3pp |
| Employer contribution / active EE | $250 | $2,545-90.2% | $3,631-93.1% | $2,381-89.5% |
| Participant deferral / active EE | $3,159 | $2,993+5.6% | $4,082-22.6% | $3,470-8.9% |
| Admin fee / account holder | $2,658 | $4,046-34.3% | $5,478-51.5% | $4,888-45.6% |