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 | $45,427 | $81,460-44.2% | $103,333-56.0% | $80,856-43.8% |
| Participation rate | 72.9% | 66.8%+6.1pp | 74.5%-1.6pp | 67.6%+5.3pp |
| Annual return | 12.43% | 25.55%-13.1pp | 24.88%-12.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $515 | $3,105-83.4% | $3,868-86.7% | $2,755-81.3% |
| Participant deferral / active EE | $2,455 | $3,869-36.5% | $5,057-51.5% | $4,296-42.9% |
| Admin fee / account holder | $2,123 | $6,566-67.7% | $8,355-74.6% | $6,918-69.3% |