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 | $59,390 | $109,413-45.7% | $156,263-62.0% | $84,808-30.0% |
| Participation rate | 87.5% | 72.7%+14.8pp | 78.9%+8.6pp | 68.3%+19.2pp |
| Annual return | 14.87% | 20.18%-5.3pp | 59.47%-44.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $613 | $2,907-78.9% | $4,333-85.9% | $2,631-76.7% |
| Participant deferral / active EE | $2,813 | $4,590-38.7% | $6,158-54.3% | $4,212-33.2% |
| Admin fee / account holder | $516 | $9,357-94.5% | $14,255-96.4% | $7,344-93.0% |