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 | $74,129 | $93,571-20.8% | $135,903-45.5% | $75,163-1.4% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 21.12% | 30.90%-9.8pp | 68.23%-47.1pp | 160.62%-139.5pp |
| Employer contribution / active EE | $429 | $3,537-87.9% | $4,856-91.2% | $2,670-83.9% |
| Participant deferral / active EE | $5,109 | $6,404-20.2% | $7,758-34.1% | $4,125+23.8% |
| Admin fee / account holder | $7,665 | $6,975+9.9% | $10,762-28.8% | $5,651+35.6% |