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 | $46,265 | $87,733-47.3% | $106,548-56.6% | $85,850-46.1% |
| Participation rate | 73.0% | 71.9%+1.0pp | 76.1%-3.2pp | 69.3%+3.7pp |
| Annual return | 13.89% | 21.86%-8.0pp | 26.80%-12.9pp | 318.53%-304.6pp |
| Employer contribution / active EE | $463 | $2,073-77.6% | $2,819-83.6% | $2,565-81.9% |
| Participant deferral / active EE | $2,369 | $3,469-31.7% | $4,398-46.1% | $3,952-40.0% |
| Admin fee / account holder | $4,467 | $6,767-34.0% | $7,407-39.7% | $6,260-28.6% |