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 | $46,187 | $103,376-55.3% | $87,100-47.0% | $152,861-69.8% |
| Participation rate | 76.2% | 79.3%-3.2pp | 76.9%-0.7pp | 82.4%-6.3pp |
| Annual return | 17.49% | 28.10%-10.6pp | 28.19%-10.7pp | 345.32%-327.8pp |
| Employer contribution / active EE | $626 | $3,220-80.6% | $2,521-75.2% | $4,762-86.9% |
| Participant deferral / active EE | $1,627 | $4,778-65.9% | $4,049-59.8% | $5,850-72.2% |
| Admin fee / account holder | $6,410 | $12,205-47.5% | $7,497-14.5% | $11,596-44.7% |