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 | $47,070 | $95,803-50.9% | $113,168-58.4% | $84,808-44.5% |
| Participation rate | 74.2% | 72.9%+1.3pp | 76.6%-2.4pp | 68.3%+5.9pp |
| Annual return | 28.04% | 25.00%+3.0pp | 24.27%+3.8pp | 40.90%-12.9pp |
| Employer contribution / active EE | $218 | $2,360-90.7% | $2,975-92.7% | $2,631-91.7% |
| Participant deferral / active EE | $2,449 | $4,242-42.3% | $5,107-52.1% | $4,212-41.9% |
| Admin fee / account holder | $2,324 | $8,989-74.1% | $12,068-80.7% | $7,344-68.4% |