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 | $48,743 | $65,365-25.4% | $92,893-47.5% | $72,985-33.2% |
| Participation rate | 87.3% | 68.3%+19.0pp | 76.0%+11.3pp | 69.5%+17.8pp |
| Annual return | 18.53% | 42.10%-23.6pp | 109.41%-90.9pp | 81.00%-62.5pp |
| Employer contribution / active EE | $146 | $2,594-94.4% | $3,653-96.0% | $2,440-94.0% |
| Participant deferral / active EE | $1,320 | $3,128-57.8% | $4,236-68.8% | $3,607-63.4% |
| Admin fee / account holder | $981 | $4,251-76.9% | $5,794-83.1% | $5,124-80.9% |