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 | $43,583 | $56,897-23.4% | $84,750-48.6% | $62,891-30.7% |
| Participation rate | 73.3% | 68.5%+4.8pp | 76.6%-3.3pp | 69.3%+4.0pp |
| Annual return | 9.46% | 6.30%+3.2pp | 22.78%-13.3pp | 20.14%-10.7pp |
| Employer contribution / active EE | $347 | $2,400-85.5% | $3,574-90.3% | $2,281-84.8% |
| Participant deferral / active EE | $4,098 | $2,709+51.3% | $3,712+10.4% | $3,203+27.9% |
| Admin fee / account holder | $828 | $3,581-76.9% | $5,332-84.5% | $4,296-80.7% |