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 | $43,379 | $109,413-60.4% | $156,263-72.2% | $84,808-48.8% |
| Participation rate | 81.6% | 72.7%+8.9pp | 78.9%+2.7pp | 68.3%+13.3pp |
| Annual return | 13.25% | 20.18%-6.9pp | 59.47%-46.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $713 | $2,907-75.5% | $4,333-83.5% | $2,631-72.9% |
| Participant deferral / active EE | $2,731 | $4,590-40.5% | $6,158-55.7% | $4,212-35.2% |
| Admin fee / account holder | $2,214 | $9,357-76.3% | $14,255-84.5% | $7,344-69.9% |