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 4-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 | $49,743 | $86,929-42.8% | $102,423-51.4% | $80,856-38.5% |
| Participation rate | 95.6% | 72.4%+23.2pp | 76.5%+19.1pp | 67.6%+27.9pp |
| Annual return | 23.80% | 18.88%+4.9pp | 29.32%-5.5pp | 35.59%-11.8pp |
| Employer contribution / active EE | $487 | $2,369-79.5% | $3,023-83.9% | $2,755-82.3% |
| Participant deferral / active EE | $3,908 | $4,118-5.1% | $5,053-22.7% | $4,296-9.0% |
| Admin fee / account holder | $2,382 | $8,049-70.4% | $9,451-74.8% | $6,918-65.6% |