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 | $54,278 | $127,100-57.3% | $105,738-48.7% | $135,375-59.9% |
| Participation rate | 91.7% | 82.7%+9.0pp | 76.3%+15.3pp | 82.6%+9.0pp |
| Annual return | 4.47% | 4.49%0pp | 6.27%-1.8pp | 519.73%-515.3pp |
| Employer contribution / active EE | $364 | $4,107-91.1% | $3,268-88.9% | $4,779-92.4% |
| Participant deferral / active EE | $3,067 | $5,064-39.4% | $4,080-24.8% | $5,609-45.3% |
| Admin fee / account holder | $1,103 | $9,087-87.9% | $6,913-84.0% | $10,827-89.8% |