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 | $65,912 | $101,724-35.2% | $164,813-60.0% | $80,856-18.5% |
| Participation rate | 86.0% | 71.8%+14.2pp | 78.6%+7.4pp | 67.6%+18.4pp |
| Annual return | 12.43% | 16.72%-4.3pp | 69.93%-57.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $814 | $2,953-72.4% | $4,341-81.2% | $2,755-70.5% |
| Participant deferral / active EE | $3,909 | $4,477-12.7% | $6,031-35.2% | $4,296-9.0% |
| Admin fee / account holder | $2,153 | $8,227-73.8% | $12,690-83.0% | $6,918-68.9% |