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 | $47,162 | $76,552-38.4% | $123,892-61.9% | $62,891-25.0% |
| Participation rate | 79.2% | 73.0%+6.2pp | 81.4%-2.2pp | 69.3%+9.9pp |
| Annual return | 7.93% | 18.68%-10.8pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $347 | $2,883-87.9% | $4,617-92.5% | $2,281-84.8% |
| Participant deferral / active EE | $4,216 | $4,840-12.9% | $5,984-29.5% | $3,203+31.6% |
| Admin fee / account holder | $5,650 | $4,826+17.1% | $8,357-32.4% | $4,296+31.5% |