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 | $62,236 | $76,367-18.5% | $93,606-33.5% | $72,985-14.7% |
| Participation rate | 78.0% | 71.7%+6.3pp | 75.8%+2.2pp | 69.5%+8.6pp |
| Annual return | 20.62% | 25.82%-5.2pp | 32.76%-12.1pp | 81.00%-60.4pp |
| Employer contribution / active EE | $394 | $2,275-82.7% | $2,718-85.5% | $2,440-83.8% |
| Participant deferral / active EE | $3,265 | $3,538-7.7% | $4,069-19.7% | $3,607-9.5% |
| Admin fee / account holder | $2,099 | $6,838-69.3% | $7,888-73.4% | $5,124-59.0% |