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 | $37,099 | $175,202-78.8% | $149,673-75.2% | $139,434-73.4% |
| Participation rate | 95.8% | 83.4%+12.5pp | 78.8%+17.1pp | 80.3%+15.5pp |
| Annual return | 14.70% | 166.71%-152.0pp | 134.42%-119.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $763 | $5,474-86.1% | $4,818-84.2% | $4,751-83.9% |
| Participant deferral / active EE | $4,133 | $6,519-36.6% | $5,680-27.2% | $6,710-38.4% |
| Admin fee / account holder | $3,934 | $16,150-75.6% | $13,210-70.2% | $11,403-65.5% |