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 | $47,562 | $78,422-39.4% | $95,952-50.4% | $79,858-40.4% |
| Participation rate | 82.4% | 73.5%+8.9pp | 77.1%+5.3pp | 69.6%+12.7pp |
| Annual return | 15.20% | 19.37%-4.2pp | 91.61%-76.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $420 | $1,945-78.4% | $2,541-83.5% | $2,471-83.0% |
| Participant deferral / active EE | $2,881 | $3,440-16.3% | $4,167-30.9% | $3,740-23.0% |
| Admin fee / account holder | $3,254 | $5,622-42.1% | $6,795-52.1% | $5,306-38.7% |