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 | $26,246 | $81,460-67.8% | $103,333-74.6% | $80,856-67.5% |
| Participation rate | 96.9% | 66.8%+30.0pp | 74.5%+22.4pp | 67.6%+29.2pp |
| Annual return | 13.56% | 25.55%-12.0pp | 24.88%-11.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $526 | $3,105-83.0% | $3,868-86.4% | $2,755-80.9% |
| Participant deferral / active EE | $2,942 | $3,869-23.9% | $5,057-41.8% | $4,296-31.5% |
| Admin fee / account holder | $6,693 | $6,566+1.9% | $8,355-19.9% | $6,918-3.3% |