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 | $56,793 | $79,944-29.0% | $98,439-42.3% | $75,163-24.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 15.97% | 19.75%-3.8pp | 21.16%-5.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $470 | $2,264-79.2% | $3,048-84.6% | $2,670-82.4% |
| Participant deferral / active EE | $4,483 | $3,752+19.5% | $4,738-5.4% | $4,125+8.7% |
| Admin fee / account holder | $4,518 | $6,840-33.9% | $8,948-49.5% | $5,651-20.0% |