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 | $32,664 | $78,422-58.3% | $95,952-66.0% | $79,858-59.1% |
| Participation rate | 86.2% | 73.5%+12.7pp | 77.1%+9.1pp | 69.6%+16.6pp |
| Annual return | 32.81% | 19.37%+13.4pp | 91.61%-58.8pp | 31.71%+1.1pp |
| Employer contribution / active EE | $389 | $1,945-80.0% | $2,541-84.7% | $2,471-84.3% |
| Participant deferral / active EE | $4,507 | $3,440+31.0% | $4,167+8.2% | $3,740+20.5% |
| Admin fee / account holder | $411 | $5,622-92.7% | $6,795-94.0% | $5,306-92.3% |