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 | $45,348 | $57,065-20.5% | $75,670-40.1% | $70,131-35.3% |
| Participation rate | 74.2% | 68.1%+6.2pp | 72.3%+1.9pp | 69.5%+4.7pp |
| Annual return | 14.21% | 23.57%-9.4pp | 27.34%-13.1pp | 73.14%-58.9pp |
| Employer contribution / active EE | $227 | $1,817-87.5% | $2,352-90.3% | $2,342-90.3% |
| Participant deferral / active EE | $2,331 | $2,580-9.6% | $3,142-25.8% | $3,332-30.0% |
| Admin fee / account holder | $6,386 | $3,825+67.0% | $5,800+10.1% | $4,645+37.5% |