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 | $52,838 | $90,503-41.6% | $78,689-32.9% | $273,961-80.7% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.2pp | 83.0%+2.7pp |
| Annual return | 5.65% | 75.60%-70.0pp | 62.18%-56.5pp | 41.45%-35.8pp |
| Employer contribution / active EE | -$489 | $3,176-115.4% | $2,851-117.1% | $4,869-110.0% |
| Participant deferral / active EE | $1,051 | $3,901-73.1% | $3,517-70.1% | $5,287-80.1% |
| Admin fee / account holder | $2,740 | $5,263-47.9% | $4,510-39.3% | $10,132-73.0% |