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 | $48,272 | $50,958-5.3% | $74,550-35.2% | $64,186-24.8% |
| Participation rate | 81.9% | 61.1%+20.9pp | 69.1%+12.8pp | 69.6%+12.4pp |
| Annual return | 10.22% | -1.86%+12.1pp | 32.53%-22.3pp | 7.63%+2.6pp |
| Employer contribution / active EE | $82 | $1,115-92.7% | $1,961-95.8% | $2,381-96.6% |
| Participant deferral / active EE | $2,334 | $2,301+1.4% | $3,108-24.9% | $3,470-32.7% |
| Admin fee / account holder | $2,891 | $4,223-31.5% | $5,060-42.9% | $4,888-40.9% |