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 | $87,767 | $67,606+29.8% | $82,313+6.6% | $70,131+25.1% |
| Participation rate | 94.7% | 72.8%+22.0pp | 76.9%+17.8pp | 69.5%+25.2pp |
| Annual return | 17.48% | 21.57%-4.1pp | 25.88%-8.4pp | 73.14%-55.7pp |
| Employer contribution / active EE | $36 | $1,755-98.0% | $2,428-98.5% | $2,342-98.5% |
| Participant deferral / active EE | $4,959 | $2,987+66.0% | $3,706+33.8% | $3,332+48.8% |
| Admin fee / account holder | $2,667 | $4,512-40.9% | $5,608-52.4% | $4,645-42.6% |