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 | $45,688 | $109,359-58.2% | $162,163-71.8% | $72,985-37.4% |
| Participation rate | 83.7% | 84.3%-0.6pp | 87.6%-3.9pp | 69.5%+14.2pp |
| Annual return | 26.43% | 25.46%+1.0pp | 115.59%-89.2pp | 81.00%-54.6pp |
| Employer contribution / active EE | $483 | $3,907-87.6% | $5,614-91.4% | $2,440-80.2% |
| Participant deferral / active EE | $4,617 | $5,481-15.8% | $7,298-36.7% | $3,607+28.0% |
| Admin fee / account holder | $1,456 | $7,972-81.7% | $10,843-86.6% | $5,124-71.6% |