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 | $52,662 | $88,707-40.6% | $74,183-29.0% | $273,961-80.8% |
| Participation rate | 84.2% | 79.4%+4.8pp | 76.6%+7.6pp | 83.0%+1.2pp |
| Annual return | 5.24% | 11.94%-6.7pp | 17.74%-12.5pp | 41.45%-36.2pp |
| Employer contribution / active EE | $208 | $3,159-93.4% | $2,370-91.2% | $4,869-95.7% |
| Participant deferral / active EE | $1,588 | $4,212-62.3% | $3,550-55.3% | $5,287-70.0% |
| Admin fee / account holder | $6,187 | $8,717-29.0% | $5,586+10.8% | $10,132-38.9% |