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 | $62,546 | $79,944-21.8% | $98,439-36.5% | $75,163-16.8% |
| Participation rate | 91.3% | 70.4%+20.9pp | 75.2%+16.1pp | 67.2%+24.1pp |
| Annual return | 16.61% | 19.75%-3.1pp | 21.16%-4.5pp | 160.62%-144.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,313 | $3,752+68.3% | $4,738+33.2% | $4,125+53.0% |
| Admin fee / account holder | $13,199 | $6,840+93.0% | $8,948+47.5% | $5,651+133.6% |