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 | $37,719 | $81,460-53.7% | $103,333-63.5% | $80,856-53.4% |
| Participation rate | 77.2% | 66.8%+10.3pp | 74.5%+2.7pp | 67.6%+9.6pp |
| Annual return | 11.22% | 25.55%-14.3pp | 24.88%-13.7pp | 35.59%-24.4pp |
| Employer contribution / active EE | $359 | $3,105-88.5% | $3,868-90.7% | $2,755-87.0% |
| Participant deferral / active EE | $5,363 | $3,869+38.6% | $5,057+6.0% | $4,296+24.8% |
| Admin fee / account holder | $8,834 | $6,566+34.5% | $8,355+5.7% | $6,918+27.7% |