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 | $64,829 | $86,929-25.4% | $102,423-36.7% | $80,856-19.8% |
| Participation rate | 80.6% | 72.4%+8.2pp | 76.5%+4.1pp | 67.6%+13.0pp |
| Annual return | 22.61% | 18.88%+3.7pp | 29.32%-6.7pp | 35.59%-13.0pp |
| Employer contribution / active EE | $568 | $2,369-76.0% | $3,023-81.2% | $2,755-79.4% |
| Participant deferral / active EE | $4,450 | $4,118+8.0% | $5,053-11.9% | $4,296+3.6% |
| Admin fee / account holder | $2,811 | $8,049-65.1% | $9,451-70.3% | $6,918-59.4% |