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 | $66,031 | $81,460-18.9% | $103,333-36.1% | $80,856-18.3% |
| Participation rate | 87.3% | 66.8%+20.4pp | 74.5%+12.8pp | 67.6%+19.6pp |
| Annual return | 11.67% | 25.55%-13.9pp | 24.88%-13.2pp | 35.59%-23.9pp |
| Employer contribution / active EE | $761 | $3,105-75.5% | $3,868-80.3% | $2,755-72.4% |
| Participant deferral / active EE | $5,543 | $3,869+43.3% | $5,057+9.6% | $4,296+29.0% |
| Admin fee / account holder | $18,125 | $6,566+176.0% | $8,355+116.9% | $6,918+162.0% |