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 | $21,174 | $65,365-67.6% | $92,893-77.2% | $72,985-71.0% |
| Participation rate | 91.1% | 68.3%+22.8pp | 76.0%+15.1pp | 69.5%+21.7pp |
| Annual return | 33.31% | 42.10%-8.8pp | 109.41%-76.1pp | 81.00%-47.7pp |
| Employer contribution / active EE | $464 | $2,594-82.1% | $3,653-87.3% | $2,440-81.0% |
| Participant deferral / active EE | $3,090 | $3,128-1.2% | $4,236-27.1% | $3,607-14.3% |
| Admin fee / account holder | $1,807 | $4,251-57.5% | $5,794-68.8% | $5,124-64.7% |