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 | $39,751 | $70,475-43.6% | $100,516-60.5% | $79,858-50.2% |
| Participation rate | 97.2% | 73.7%+23.6pp | 79.4%+17.8pp | 69.6%+27.6pp |
| Annual return | 35.18% | 21.90%+13.3pp | 30.89%+4.3pp | 31.71%+3.5pp |
| Employer contribution / active EE | $60 | $2,165-97.2% | $3,418-98.2% | $2,471-97.6% |
| Participant deferral / active EE | $10,799 | $5,181+108.4% | $6,270+72.2% | $3,740+188.7% |
| Admin fee / account holder | $1,602 | $4,478-64.2% | $8,081-80.2% | $5,306-69.8% |