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 | $65,619 | $83,477-21.4% | $125,175-47.6% | $72,985-10.1% |
| Participation rate | 92.7% | 73.3%+19.4pp | 79.8%+12.9pp | 69.5%+23.2pp |
| Annual return | 19.66% | 25.78%-6.1pp | 43.79%-24.1pp | 81.00%-61.3pp |
| Employer contribution / active EE | $552 | $2,345-76.4% | $3,865-85.7% | $2,440-77.4% |
| Participant deferral / active EE | $5,300 | $3,585+47.8% | $4,937+7.4% | $3,607+46.9% |
| Admin fee / account holder | $5,211 | $5,517-5.6% | $9,702-46.3% | $5,124+1.7% |