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 | $35,139 | $74,927-53.1% | $101,794-65.5% | $84,808-58.6% |
| Participation rate | 72.9% | 61.4%+11.5pp | 69.2%+3.8pp | 68.3%+4.6pp |
| Annual return | 20.44% | 18.70%+1.7pp | 30.53%-10.1pp | 40.90%-20.5pp |
| Employer contribution / active EE | $202 | $1,522-86.7% | $2,289-91.2% | $2,631-92.3% |
| Participant deferral / active EE | $4,435 | $3,099+43.1% | $4,084+8.6% | $4,212+5.3% |
| Admin fee / account holder | $1,186 | $6,514-81.8% | $8,777-86.5% | $7,344-83.8% |