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 | $45,360 | $86,929-47.8% | $102,423-55.7% | $80,856-43.9% |
| Participation rate | 75.4% | 72.4%+3.0pp | 76.5%-1.1pp | 67.6%+7.7pp |
| Annual return | 12.60% | 18.88%-6.3pp | 29.32%-16.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $334 | $2,369-85.9% | $3,023-89.0% | $2,755-87.9% |
| Participant deferral / active EE | $1,936 | $4,118-53.0% | $5,053-61.7% | $4,296-54.9% |
| Admin fee / account holder | $12,084 | $8,049+50.1% | $9,451+27.9% | $6,918+74.7% |