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 | $27,481 | $81,248-66.2% | $155,509-82.3% | $80,856-66.0% |
| Participation rate | 73.1% | 66.2%+6.9pp | 78.2%-5.1pp | 67.6%+5.5pp |
| Annual return | 13.74% | 33.31%-19.6pp | 64.67%-50.9pp | 35.59%-21.9pp |
| Employer contribution / active EE | $145 | $3,100-95.3% | $4,672-96.9% | $2,755-94.7% |
| Participant deferral / active EE | $1,449 | $3,452-58.0% | $5,626-74.2% | $4,296-66.3% |
| Admin fee / account holder | $1,602 | $7,997-80.0% | $15,912-89.9% | $6,918-76.8% |