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 | $29,839 | $73,933-59.6% | $96,683-69.1% | $75,163-60.3% |
| Participation rate | 94.2% | 66.4%+27.8pp | 74.3%+19.9pp | 67.2%+27.0pp |
| Annual return | 16.61% | 26.70%-10.1pp | 35.69%-19.1pp | 160.62%-144.0pp |
| Employer contribution / active EE | $446 | $2,928-84.8% | $3,737-88.1% | $2,670-83.3% |
| Participant deferral / active EE | $5,012 | $3,659+37.0% | $4,878+2.7% | $4,125+21.5% |
| Admin fee / account holder | $1,985 | $5,216-61.9% | $6,730-70.5% | $5,651-64.9% |