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 | $27,519 | $72,277-61.9% | $101,248-72.8% | $79,858-65.5% |
| Participation rate | 77.1% | 68.5%+8.6pp | 75.8%+1.3pp | 69.6%+7.5pp |
| Annual return | 18.97% | 22.30%-3.3pp | 46.47%-27.5pp | 31.71%-12.7pp |
| Employer contribution / active EE | $64 | $2,692-97.6% | $3,660-98.3% | $2,471-97.4% |
| Participant deferral / active EE | $1,539 | $3,282-53.1% | $4,370-64.8% | $3,740-58.9% |
| Admin fee / account holder | $2,718 | $4,400-38.2% | $5,945-54.3% | $5,306-48.8% |