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 | $23,510 | $65,365-64.0% | $92,893-74.7% | $72,985-67.8% |
| Participation rate | 87.7% | 68.3%+19.4pp | 76.0%+11.7pp | 69.5%+18.2pp |
| Annual return | 30.17% | 42.10%-11.9pp | 109.41%-79.2pp | 81.00%-50.8pp |
| Employer contribution / active EE | $419 | $2,594-83.9% | $3,653-88.5% | $2,440-82.8% |
| Participant deferral / active EE | $2,847 | $3,128-9.0% | $4,236-32.8% | $3,607-21.1% |
| Admin fee / account holder | $3,534 | $4,251-16.9% | $5,794-39.0% | $5,124-31.0% |