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 | $66,087 | $79,944-17.3% | $98,439-32.9% | $75,163-12.1% |
| Participation rate | 84.1% | 70.4%+13.7pp | 75.2%+8.9pp | 67.2%+16.9pp |
| Annual return | 16.13% | 19.75%-3.6pp | 21.16%-5.0pp | 160.62%-144.5pp |
| Employer contribution / active EE | $428 | $2,264-81.1% | $3,048-85.9% | $2,670-84.0% |
| Participant deferral / active EE | $3,951 | $3,752+5.3% | $4,738-16.6% | $4,125-4.2% |
| Admin fee / account holder | $4,229 | $6,840-38.2% | $8,948-52.7% | $5,651-25.2% |