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 | $59,454 | $83,477-28.8% | $125,175-52.5% | $72,985-18.5% |
| Participation rate | 82.1% | 73.3%+8.8pp | 79.8%+2.4pp | 69.5%+12.7pp |
| Annual return | 22.02% | 25.78%-3.8pp | 43.79%-21.8pp | 81.00%-59.0pp |
| Employer contribution / active EE | $430 | $2,345-81.7% | $3,865-88.9% | $2,440-82.4% |
| Participant deferral / active EE | $2,609 | $3,585-27.2% | $4,937-47.2% | $3,607-27.7% |
| Admin fee / account holder | $5,813 | $5,517+5.4% | $9,702-40.1% | $5,124+13.4% |