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 | $64,533 | $72,277-10.7% | $101,248-36.3% | $79,858-19.2% |
| Participation rate | 76.7% | 68.5%+8.2pp | 75.8%+0.9pp | 69.6%+7.0pp |
| Annual return | 13.76% | 22.30%-8.5pp | 46.47%-32.7pp | 31.71%-18.0pp |
| Employer contribution / active EE | $392 | $2,692-85.4% | $3,660-89.3% | $2,471-84.1% |
| Participant deferral / active EE | $1,724 | $3,282-47.5% | $4,370-60.6% | $3,740-53.9% |
| Admin fee / account holder | $3,629 | $4,400-17.5% | $5,945-39.0% | $5,306-31.6% |