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 | $23,103 | $48,076-51.9% | $78,689-70.6% | $62,891-63.3% |
| Participation rate | 72.0% | 65.2%+6.8pp | 73.6%-1.6pp | 69.3%+2.7pp |
| Annual return | 13.00% | 31.35%-18.4pp | 62.18%-49.2pp | 20.14%-7.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,162 | $2,588+22.2% | $3,517-10.1% | $3,203-1.3% |
| Admin fee / account holder | $319 | $3,207-90.1% | $4,510-92.9% | $4,296-92.6% |