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 | $48,853 | $60,349-19.1% | $74,183-34.1% | $62,891-22.3% |
| Participation rate | 81.7% | 72.7%+9.0pp | 76.6%+5.1pp | 69.3%+12.4pp |
| Annual return | 6.45% | 21.37%-14.9pp | 17.74%-11.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $333 | $1,680-80.2% | $2,370-86.0% | $2,281-85.4% |
| Participant deferral / active EE | $2,697 | $2,856-5.6% | $3,550-24.0% | $3,203-15.8% |
| Admin fee / account holder | $2,211 | $4,261-48.1% | $5,586-60.4% | $4,296-48.5% |