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 | $42,247 | $95,803-55.9% | $113,168-62.7% | $84,808-50.2% |
| Participation rate | 83.8% | 72.9%+10.9pp | 76.6%+7.2pp | 68.3%+15.5pp |
| Annual return | 17.22% | 25.00%-7.8pp | 24.27%-7.0pp | 40.90%-23.7pp |
| Employer contribution / active EE | $496 | $2,360-79.0% | $2,975-83.3% | $2,631-81.1% |
| Participant deferral / active EE | $4,650 | $4,242+9.6% | $5,107-8.9% | $4,212+10.4% |
| Admin fee / account holder | $17,380 | $8,989+93.4% | $12,068+44.0% | $7,344+136.7% |