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 | $37,926 | $65,365-42.0% | $92,893-59.2% | $72,985-48.0% |
| Participation rate | 74.2% | 68.3%+5.9pp | 76.0%-1.8pp | 69.5%+4.7pp |
| Annual return | 21.20% | 42.10%-20.9pp | 109.41%-88.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $330 | $2,594-87.3% | $3,653-91.0% | $2,440-86.5% |
| Participant deferral / active EE | $1,522 | $3,128-51.3% | $4,236-64.1% | $3,607-57.8% |
| Admin fee / account holder | $591 | $4,251-86.1% | $5,794-89.8% | $5,124-88.5% |