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 | $56,747 | $39,122+45.1% | $57,179-0.8% | $62,891-9.8% |
| Participation rate | 92.6% | 70.5%+22.1pp | 75.3%+17.2pp | 69.3%+23.3pp |
| Annual return | 11.66% | 9.23%+2.4pp | 14.59%-2.9pp | 20.14%-8.5pp |
| Employer contribution / active EE | $127 | $1,874-93.2% | $2,682-95.3% | $2,281-94.4% |
| Participant deferral / active EE | $5,311 | $2,374+123.7% | $3,096+71.5% | $3,203+65.8% |
| Admin fee / account holder | $8,542 | $2,592+229.5% | $3,139+172.1% | $4,296+98.9% |