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 | $58,508 | $157,256-62.8% | $141,162-58.6% | $152,861-61.7% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.4%+13.4pp |
| Annual return | 24.29% | 64.32%-40.0pp | 71.39%-47.1pp | 345.32%-321.0pp |
| Employer contribution / active EE | $671 | $5,261-87.3% | $4,735-85.8% | $4,762-85.9% |
| Participant deferral / active EE | $5,737 | $7,109-19.3% | $6,709-14.5% | $5,850-1.9% |
| Admin fee / account holder | $2,573 | $12,120-78.8% | $10,261-74.9% | $11,596-77.8% |