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 | $45,316 | $89,355-49.3% | $141,162-67.9% | $72,985-37.9% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 24.19% | 111.85%-87.7pp | 71.39%-47.2pp | 81.00%-56.8pp |
| Employer contribution / active EE | $595 | $3,114-80.9% | $4,735-87.4% | $2,440-75.6% |
| Participant deferral / active EE | $6,724 | $5,418+24.1% | $6,709+0.2% | $3,607+86.4% |
| Admin fee / account holder | $506 | $5,958-91.5% | $10,261-95.1% | $5,124-90.1% |