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 | $47,079 | $78,705-40.2% | $117,854-60.1% | $70,131-32.9% |
| Participation rate | 87.7% | 73.2%+14.5pp | 79.7%+8.0pp | 69.5%+18.2pp |
| Annual return | 15.24% | 23.30%-8.1pp | 335.08%-319.8pp | 73.14%-57.9pp |
| Employer contribution / active EE | $473 | $2,223-78.7% | $3,786-87.5% | $2,342-79.8% |
| Participant deferral / active EE | $2,771 | $3,297-16.0% | $4,482-38.2% | $3,332-16.8% |
| Admin fee / account holder | $1,697 | $5,065-66.5% | $8,020-78.8% | $4,645-63.5% |