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 | $41,537 | $79,557-47.8% | $118,746-65.0% | $70,131-40.8% |
| Participation rate | 70.2% | 71.4%-1.1pp | 78.3%-8.1pp | 69.5%+0.7pp |
| Annual return | 13.34% | 25.64%-12.3pp | 24.54%-11.2pp | 73.14%-59.8pp |
| Employer contribution / active EE | $546 | $2,861-80.9% | $4,193-87.0% | $2,342-76.7% |
| Participant deferral / active EE | $1,559 | $4,089-61.9% | $5,332-70.8% | $3,332-53.2% |
| Admin fee / account holder | $3,175 | $5,374-40.9% | $10,720-70.4% | $4,645-31.7% |