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 | $60,187 | $109,359-45.0% | $162,163-62.9% | $72,985-17.5% |
| Participation rate | 94.9% | 84.3%+10.7pp | 87.6%+7.4pp | 69.5%+25.5pp |
| Annual return | 29.49% | 25.46%+4.0pp | 115.59%-86.1pp | 81.00%-51.5pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,243 | $5,481-22.6% | $7,298-41.9% | $3,607+17.6% |
| Admin fee / account holder | $3,997 | $7,972-49.9% | $10,843-63.1% | $5,124-22.0% |