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 | $28,649 | $47,944-40.2% | $67,834-57.8% | $62,891-54.4% |
| Participation rate | 80.0% | 61.1%+18.9pp | 68.8%+11.2pp | 69.3%+10.7pp |
| Annual return | 5.52% | 11.77%-6.2pp | 138.47%-133.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $179 | $1,562-88.5% | $2,403-92.5% | $2,281-92.1% |
| Participant deferral / active EE | $1,025 | $2,247-54.4% | $3,160-67.6% | $3,203-68.0% |
| Admin fee / account holder | $1,004 | $3,712-73.0% | $4,622-78.3% | $4,296-76.6% |