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 5-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 | $35,351 | $86,929-59.3% | $102,423-65.5% | $80,856-56.3% |
| Participation rate | 83.9% | 72.4%+11.6pp | 76.5%+7.4pp | 67.6%+16.3pp |
| Annual return | 14.81% | 18.88%-4.1pp | 29.32%-14.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $553 | $2,369-76.6% | $3,023-81.7% | $2,755-79.9% |
| Participant deferral / active EE | $3,330 | $4,118-19.1% | $5,053-34.1% | $4,296-22.5% |
| Admin fee / account holder | $2,066 | $8,049-74.3% | $9,451-78.1% | $6,918-70.1% |