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 | $36,243 | $99,341-63.5% | $84,750-57.2% | $273,961-86.8% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 4.91% | 22.93%-18.0pp | 22.78%-17.9pp | 41.45%-36.5pp |
| Employer contribution / active EE | $542 | $4,214-87.1% | $3,574-84.8% | $4,869-88.9% |
| Participant deferral / active EE | $4,102 | $4,269-3.9% | $3,712+10.5% | $5,287-22.4% |
| Admin fee / account holder | $8,447 | $6,644+27.1% | $5,332+58.4% | $10,132-16.6% |