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 | $50,762 | $89,753-43.4% | $107,525-52.8% | $84,808-40.1% |
| Participation rate | 91.4% | 68.1%+23.4pp | 75.1%+16.4pp | 68.3%+23.1pp |
| Annual return | 16.94% | 29.48%-12.5pp | 181.32%-164.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $484 | $3,113-84.5% | $3,754-87.1% | $2,631-81.6% |
| Participant deferral / active EE | $5,788 | $4,056+42.7% | $5,116+13.1% | $4,212+37.4% |
| Admin fee / account holder | $3,401 | $7,222-52.9% | $8,919-61.9% | $7,344-53.7% |