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 | $43,276 | $95,803-54.8% | $113,168-61.8% | $84,808-49.0% |
| Participation rate | 91.3% | 72.9%+18.4pp | 76.6%+14.7pp | 68.3%+23.0pp |
| Annual return | 18.33% | 25.00%-6.7pp | 24.27%-5.9pp | 40.90%-22.6pp |
| Employer contribution / active EE | $671 | $2,360-71.6% | $2,975-77.4% | $2,631-74.5% |
| Participant deferral / active EE | $4,475 | $4,242+5.5% | $5,107-12.4% | $4,212+6.2% |
| Admin fee / account holder | $2,333 | $8,989-74.0% | $12,068-80.7% | $7,344-68.2% |