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 | $55,271 | $72,277-23.5% | $101,248-45.4% | $79,858-30.8% |
| Participation rate | 70.0% | 68.5%+1.5pp | 75.8%-5.8pp | 69.6%+0.4pp |
| Annual return | 13.87% | 22.30%-8.4pp | 46.47%-32.6pp | 31.71%-17.8pp |
| Employer contribution / active EE | $479 | $2,692-82.2% | $3,660-86.9% | $2,471-80.6% |
| Participant deferral / active EE | $3,955 | $3,282+20.5% | $4,370-9.5% | $3,740+5.8% |
| Admin fee / account holder | $3,207 | $4,400-27.1% | $5,945-46.1% | $5,306-39.6% |