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 | $68,762 | $109,413-37.2% | $156,263-56.0% | $84,808-18.9% |
| Participation rate | 92.6% | 72.7%+20.0pp | 78.9%+13.7pp | 68.3%+24.3pp |
| Annual return | 15.43% | 20.18%-4.8pp | 59.47%-44.0pp | 40.90%-25.5pp |
| Employer contribution / active EE | $745 | $2,907-74.4% | $4,333-82.8% | $2,631-71.7% |
| Participant deferral / active EE | $6,504 | $4,590+41.7% | $6,158+5.6% | $4,212+54.4% |
| Admin fee / account holder | $28,261 | $9,357+202.0% | $14,255+98.3% | $7,344+284.8% |