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 | $41,434 | $67,606-38.7% | $82,313-49.7% | $70,131-40.9% |
| Participation rate | 98.0% | 72.8%+25.2pp | 76.9%+21.1pp | 69.5%+28.5pp |
| Annual return | 29.49% | 21.57%+7.9pp | 25.88%+3.6pp | 73.14%-43.6pp |
| Employer contribution / active EE | $263 | $1,755-85.0% | $2,428-89.2% | $2,342-88.8% |
| Participant deferral / active EE | $2,206 | $2,987-26.1% | $3,706-40.5% | $3,332-33.8% |
| Admin fee / account holder | $378 | $4,512-91.6% | $5,608-93.3% | $4,645-91.9% |