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 | $49,317 | $76,367-35.4% | $93,606-47.3% | $72,985-32.4% |
| Participation rate | 84.4% | 71.7%+12.6pp | 75.8%+8.5pp | 69.5%+14.9pp |
| Annual return | 22.06% | 25.82%-3.8pp | 32.76%-10.7pp | 81.00%-58.9pp |
| Employer contribution / active EE | $155 | $2,275-93.2% | $2,718-94.3% | $2,440-93.7% |
| Participant deferral / active EE | $2,545 | $3,538-28.1% | $4,069-37.5% | $3,607-29.5% |
| Admin fee / account holder | $1,258 | $6,838-81.6% | $7,888-84.1% | $5,124-75.5% |