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 | $33,816 | $58,828-42.5% | $77,999-56.6% | $62,891-46.2% |
| Participation rate | 95.0% | 71.1%+23.9pp | 75.5%+19.5pp | 69.3%+25.7pp |
| Annual return | 5.93% | 17.16%-11.2pp | 425.96%-420.0pp | 20.14%-14.2pp |
| Employer contribution / active EE | $199 | $1,672-88.1% | $2,470-91.9% | $2,281-91.3% |
| Participant deferral / active EE | $2,066 | $2,686-23.1% | $3,497-40.9% | $3,203-35.5% |
| Admin fee / account holder | $5,121 | $4,393+16.6% | $5,480-6.6% | $4,296+19.2% |