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 | $54,500 | $181,894-70.0% | $156,549-65.2% | $273,961-80.1% |
| Participation rate | 70.0% | 88.4%-18.4pp | 84.0%-14.0pp | 83.0%-13.0pp |
| Annual return | 3.95% | 30.74%-26.8pp | 32.23%-28.3pp | 41.45%-37.5pp |
| Employer contribution / active EE | $939 | $6,248-85.0% | $5,501-82.9% | $4,869-80.7% |
| Participant deferral / active EE | $2,083 | $5,550-62.5% | $4,871-57.2% | $5,287-60.6% |
| Admin fee / account holder | $11,595 | $15,559-25.5% | $13,027-11.0% | $10,132+14.4% |