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 | $36,435 | $81,460-55.3% | $103,333-64.7% | $80,856-54.9% |
| Participation rate | 94.6% | 66.8%+27.7pp | 74.5%+20.1pp | 67.6%+27.0pp |
| Annual return | 16.69% | 25.55%-8.9pp | 24.88%-8.2pp | 35.59%-18.9pp |
| Employer contribution / active EE | $421 | $3,105-86.4% | $3,868-89.1% | $2,755-84.7% |
| Participant deferral / active EE | $5,017 | $3,869+29.7% | $5,057-0.8% | $4,296+16.8% |
| Admin fee / account holder | $1,524 | $6,566-76.8% | $8,355-81.8% | $6,918-78.0% |