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 | $51,562 | $87,841-41.3% | $133,980-61.5% | $62,891-18.0% |
| Participation rate | 77.2% | 83.4%-6.2pp | 87.1%-9.9pp | 69.3%+7.9pp |
| Annual return | 7.13% | 12.05%-4.9pp | 29.30%-22.2pp | 20.14%-13.0pp |
| Employer contribution / active EE | $735 | $3,483-78.9% | $5,211-85.9% | $2,281-67.8% |
| Participant deferral / active EE | $2,333 | $4,812-51.5% | $6,282-62.9% | $3,203-27.2% |
| Admin fee / account holder | $768 | $5,371-85.7% | $9,324-91.8% | $4,296-82.1% |