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 | $54,975 | $85,515-35.7% | $112,040-50.9% | $67,986-19.1% |
| Participation rate | 72.8% | 68.2%+4.6pp | 76.5%-3.7pp | 57.2%+15.6pp |
| Annual return | 20.05% | 29.68%-9.6pp | 24.52%-4.5pp | 31.67%-11.6pp |
| Employer contribution / active EE | $565 | $2,191-74.2% | $2,954-80.9% | $2,019-72.0% |
| Participant deferral / active EE | $2,826 | $4,014-29.6% | $5,098-44.6% | $3,358-15.9% |
| Admin fee / account holder | $386 | $3,774-89.8% | $12,098-96.8% | $3,203-87.9% |