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 | $37,011 | $56,897-34.9% | $84,750-56.3% | $62,891-41.1% |
| Participation rate | 90.9% | 68.5%+22.4pp | 76.6%+14.3pp | 69.3%+21.6pp |
| Annual return | 8.92% | 6.30%+2.6pp | 22.78%-13.9pp | 20.14%-11.2pp |
| Employer contribution / active EE | $388 | $2,400-83.8% | $3,574-89.2% | $2,281-83.0% |
| Participant deferral / active EE | $7,614 | $2,709+181.1% | $3,712+105.1% | $3,203+137.7% |
| Admin fee / account holder | $986 | $3,581-72.5% | $5,332-81.5% | $4,296-77.0% |