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 | $41,484 | $80,717-48.6% | $154,803-73.2% | $84,808-51.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.67% | 37.96%-19.3pp | 58.88%-40.2pp | 40.90%-22.2pp |
| Employer contribution / active EE | $317 | $2,761-88.5% | $4,305-92.6% | $2,631-87.9% |
| Participant deferral / active EE | $3,545 | $3,303+7.3% | $5,540-36.0% | $4,212-15.8% |
| Admin fee / account holder | $8,850 | $6,746+31.2% | $14,329-38.2% | $7,344+20.5% |