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 | $69,779 | $81,460-14.3% | $103,333-32.5% | $80,856-13.7% |
| Participation rate | 70.4% | 66.8%+3.5pp | 74.5%-4.1pp | 67.6%+2.7pp |
| Annual return | 15.13% | 25.55%-10.4pp | 24.88%-9.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $158 | $3,105-94.9% | $3,868-95.9% | $2,755-94.3% |
| Participant deferral / active EE | $2,244 | $3,869-42.0% | $5,057-55.6% | $4,296-47.8% |
| Admin fee / account holder | $1,567 | $6,566-76.1% | $8,355-81.2% | $6,918-77.4% |