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 | $81,532 | $94,625-13.8% | $116,228-29.9% | $84,808-3.9% |
| Participation rate | 80.0% | 70.4%+9.6pp | 74.6%+5.4pp | 68.3%+11.7pp |
| Annual return | 12.80% | 20.40%-7.6pp | 90.06%-77.3pp | 40.90%-28.1pp |
| Employer contribution / active EE | $384 | $2,347-83.6% | $2,994-87.2% | $2,631-85.4% |
| Participant deferral / active EE | $2,293 | $3,972-42.3% | $4,953-53.7% | $4,212-45.6% |
| Admin fee / account holder | $7,014 | $10,091-30.5% | $11,989-41.5% | $7,344-4.5% |