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 | $36,314 | $153,772-76.4% | $133,980-72.9% | $273,961-86.7% |
| Participation rate | 76.2% | 88.4%-12.2pp | 87.1%-10.9pp | 83.0%-6.8pp |
| Annual return | 4.06% | 36.51%-32.5pp | 29.30%-25.2pp | 41.45%-37.4pp |
| Employer contribution / active EE | $1,138 | $6,029-81.1% | $5,211-78.2% | $4,869-76.6% |
| Participant deferral / active EE | $3,392 | $6,958-51.2% | $6,282-46.0% | $5,287-35.8% |
| Admin fee / account holder | $22,618 | $11,765+92.3% | $9,324+142.6% | $10,132+123.2% |