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 | $65,114 | $94,625-31.2% | $116,228-44.0% | $84,808-23.2% |
| Participation rate | 98.4% | 70.4%+27.9pp | 74.6%+23.8pp | 68.3%+30.0pp |
| Annual return | 14.41% | 20.40%-6.0pp | 90.06%-75.6pp | 40.90%-26.5pp |
| Employer contribution / active EE | $507 | $2,347-78.4% | $2,994-83.1% | $2,631-80.7% |
| Participant deferral / active EE | $5,232 | $3,972+31.7% | $4,953+5.6% | $4,212+24.2% |
| Admin fee / account holder | $5,124 | $10,091-49.2% | $11,989-57.3% | $7,344-30.2% |