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 | $56,633 | $95,803-40.9% | $113,168-50.0% | $84,808-33.2% |
| Participation rate | 78.0% | 72.9%+5.2pp | 76.6%+1.5pp | 68.3%+9.7pp |
| Annual return | 15.77% | 25.00%-9.2pp | 24.27%-8.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $640 | $2,360-72.9% | $2,975-78.5% | $2,631-75.7% |
| Participant deferral / active EE | $3,099 | $4,242-26.9% | $5,107-39.3% | $4,212-26.4% |
| Admin fee / account holder | $778 | $8,989-91.3% | $12,068-93.6% | $7,344-89.4% |