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 | $32,846 | $81,460-59.7% | $103,333-68.2% | $80,856-59.4% |
| Participation rate | 71.4% | 66.8%+4.6pp | 74.5%-3.1pp | 67.6%+3.8pp |
| Annual return | 10.87% | 25.55%-14.7pp | 24.88%-14.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $348 | $3,105-88.8% | $3,868-91.0% | $2,755-87.4% |
| Participant deferral / active EE | $2,899 | $3,869-25.1% | $5,057-42.7% | $4,296-32.5% |
| Admin fee / account holder | $7,531 | $6,566+14.7% | $8,355-9.9% | $6,918+8.9% |