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 | $48,873 | $78,926-38.1% | $136,749-64.3% | $84,808-42.4% |
| Participation rate | 75.8% | 62.2%+13.6pp | 72.1%+3.6pp | 68.3%+7.4pp |
| Annual return | 15.01% | 18.17%-3.2pp | 24.33%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $470 | $2,134-78.0% | $3,400-86.2% | $2,631-82.1% |
| Participant deferral / active EE | $2,988 | $3,168-5.7% | $4,692-36.3% | $4,212-29.1% |
| Admin fee / account holder | $927 | $6,369-85.4% | $11,386-91.9% | $7,344-87.4% |