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 | $51,204 | $55,706-8.1% | $75,886-32.5% | $72,985-29.8% |
| Participation rate | 93.8% | 61.1%+32.6pp | 69.3%+24.5pp | 69.5%+24.3pp |
| Annual return | 19.27% | 27.59%-8.3pp | 30.76%-11.5pp | 81.00%-61.7pp |
| Employer contribution / active EE | -$147 | $1,687-108.7% | $2,500-105.9% | $2,440-106.0% |
| Participant deferral / active EE | $4,003 | $2,634+52.0% | $3,603+11.1% | $3,607+11.0% |
| Admin fee / account holder | $1,932 | $3,978-51.4% | $5,418-64.3% | $5,124-62.3% |