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 | $45,192 | $138,347-67.3% | $184,203-75.5% | $80,856-44.1% |
| Participation rate | 81.0% | 83.9%-2.9pp | 86.8%-5.9pp | 67.6%+13.3pp |
| Annual return | 12.85% | 20.02%-7.2pp | 28.81%-16.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,493 | $4,850-69.2% | $6,427-76.8% | $2,755-45.8% |
| Participant deferral / active EE | $3,579 | $7,071-49.4% | $9,131-60.8% | $4,296-16.7% |
| Admin fee / account holder | $5,021 | $10,483-52.1% | $13,901-63.9% | $6,918-27.4% |