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 | $90,276 | $72,492+24.5% | $87,100+3.6% | $72,985+23.7% |
| Participation rate | 96.7% | 72.8%+23.9pp | 76.9%+19.8pp | 69.5%+27.2pp |
| Annual return | 27.24% | 24.46%+2.8pp | 28.19%-1.0pp | 81.00%-53.8pp |
| Employer contribution / active EE | $249 | $1,894-86.8% | $2,521-90.1% | $2,440-89.8% |
| Participant deferral / active EE | $5,017 | $3,270+53.5% | $4,049+23.9% | $3,607+39.1% |
| Admin fee / account holder | $713 | $5,055-85.9% | $7,497-90.5% | $5,124-86.1% |