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 | $49,110 | $94,625-48.1% | $116,228-57.7% | $84,808-42.1% |
| Participation rate | 94.7% | 70.4%+24.3pp | 74.6%+20.2pp | 68.3%+26.4pp |
| Annual return | 12.46% | 20.40%-7.9pp | 90.06%-77.6pp | 40.90%-28.4pp |
| Employer contribution / active EE | $271 | $2,347-88.4% | $2,994-90.9% | $2,631-89.7% |
| Participant deferral / active EE | $2,307 | $3,972-41.9% | $4,953-53.4% | $4,212-45.2% |
| Admin fee / account holder | $12,891 | $10,091+27.7% | $11,989+7.5% | $7,344+75.5% |