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 | $47,604 | $72,277-34.1% | $101,248-53.0% | $79,858-40.4% |
| Participation rate | 92.3% | 68.5%+23.8pp | 75.8%+16.5pp | 69.6%+22.7pp |
| Annual return | 14.17% | 22.30%-8.1pp | 46.47%-32.3pp | 31.71%-17.5pp |
| Employer contribution / active EE | $570 | $2,692-78.8% | $3,660-84.4% | $2,471-76.9% |
| Participant deferral / active EE | $3,671 | $3,282+11.9% | $4,370-16.0% | $3,740-1.8% |
| Admin fee / account holder | $4,065 | $4,400-7.6% | $5,945-31.6% | $5,306-23.4% |