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 | $39,032 | $96,557-59.6% | $80,975-51.8% | $273,961-85.8% |
| Participation rate | 90.9% | 79.1%+11.8pp | 75.8%+15.1pp | 83.0%+7.9pp |
| Annual return | 4.23% | 15.14%-10.9pp | 17.10%-12.9pp | 41.45%-37.2pp |
| Employer contribution / active EE | $197 | $4,868-95.9% | $3,714-94.7% | $4,869-95.9% |
| Participant deferral / active EE | $2,242 | $6,598-66.0% | $5,696-60.6% | $5,287-57.6% |
| Admin fee / account holder | $5,842 | $7,492-22.0% | $5,516+5.9% | $10,132-42.3% |