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 | $58,843 | $109,413-46.2% | $156,263-62.3% | $84,808-30.6% |
| Participation rate | 72.5% | 72.7%-0.2pp | 78.9%-6.4pp | 68.3%+4.2pp |
| Annual return | 15.52% | 20.18%-4.7pp | 59.47%-43.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $639 | $2,907-78.0% | $4,333-85.3% | $2,631-75.7% |
| Participant deferral / active EE | $3,038 | $4,590-33.8% | $6,158-50.7% | $4,212-27.9% |
| Admin fee / account holder | $1,851 | $9,357-80.2% | $14,255-87.0% | $7,344-74.8% |