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 | $23,734 | $81,460-70.9% | $103,333-77.0% | $80,856-70.6% |
| Participation rate | 82.3% | 66.8%+15.4pp | 74.5%+7.7pp | 67.6%+14.6pp |
| Annual return | 12.57% | 25.55%-13.0pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $544 | $3,105-82.5% | $3,868-85.9% | $2,755-80.3% |
| Participant deferral / active EE | $2,925 | $3,869-24.4% | $5,057-42.2% | $4,296-31.9% |
| Admin fee / account holder | $847 | $6,566-87.1% | $8,355-89.9% | $6,918-87.8% |