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 | $34,177 | $67,606-49.4% | $82,313-58.5% | $70,131-51.3% |
| Participation rate | 96.2% | 72.8%+23.4pp | 76.9%+19.3pp | 69.5%+26.6pp |
| Annual return | 17.65% | 21.57%-3.9pp | 25.88%-8.2pp | 73.14%-55.5pp |
| Employer contribution / active EE | $342 | $1,755-80.5% | $2,428-85.9% | $2,342-85.4% |
| Participant deferral / active EE | $1,627 | $2,987-45.5% | $3,706-56.1% | $3,332-51.2% |
| Admin fee / account holder | $489 | $4,512-89.2% | $5,608-91.3% | $4,645-89.5% |