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 | $49,428 | $99,985-50.6% | $146,665-66.3% | $85,850-42.4% |
| Participation rate | 77.8% | 73.1%+4.7pp | 80.1%-2.3pp | 69.3%+8.5pp |
| Annual return | 23.64% | 18.93%+4.7pp | 22.74%+0.9pp | 318.53%-294.9pp |
| Employer contribution / active EE | $433 | $2,559-83.1% | $4,136-89.5% | $2,565-83.1% |
| Participant deferral / active EE | $2,490 | $4,006-37.8% | $5,506-54.8% | $3,952-37.0% |
| Admin fee / account holder | $23,273 | $7,702+202.2% | $10,280+126.4% | $6,260+271.8% |