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 | $56,849 | $65,365-13.0% | $92,893-38.8% | $72,985-22.1% |
| Participation rate | 94.6% | 68.3%+26.3pp | 76.0%+18.6pp | 69.5%+25.1pp |
| Annual return | 24.41% | 42.10%-17.7pp | 109.41%-85.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $578 | $2,594-77.7% | $3,653-84.2% | $2,440-76.3% |
| Participant deferral / active EE | $3,383 | $3,128+8.2% | $4,236-20.1% | $3,607-6.2% |
| Admin fee / account holder | $1,731 | $4,251-59.3% | $5,794-70.1% | $5,124-66.2% |