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 | $67,373 | $73,933-8.9% | $96,683-30.3% | $75,163-10.4% |
| Participation rate | 86.1% | 66.4%+19.7pp | 74.3%+11.7pp | 67.2%+18.9pp |
| Annual return | 18.16% | 26.70%-8.5pp | 35.69%-17.5pp | 160.62%-142.5pp |
| Employer contribution / active EE | $716 | $2,928-75.5% | $3,737-80.8% | $2,670-73.2% |
| Participant deferral / active EE | $4,063 | $3,659+11.0% | $4,878-16.7% | $4,125-1.5% |
| Admin fee / account holder | $2,411 | $5,216-53.8% | $6,730-64.2% | $5,651-57.3% |