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 | $29,324 | $81,248-63.9% | $155,509-81.1% | $80,856-63.7% |
| Participation rate | 97.7% | 66.2%+31.5pp | 78.2%+19.5pp | 67.6%+30.1pp |
| Annual return | 14.15% | 33.31%-19.2pp | 64.67%-50.5pp | 35.59%-21.4pp |
| Employer contribution / active EE | $158 | $3,100-94.9% | $4,672-96.6% | $2,755-94.3% |
| Participant deferral / active EE | $4,695 | $3,452+36.0% | $5,626-16.5% | $4,296+9.3% |
| Admin fee / account holder | $1,285 | $7,997-83.9% | $15,912-91.9% | $6,918-81.4% |