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 | $43,276 | $95,453-54.7% | $112,040-61.4% | $82,448-47.5% |
| Participation rate | 91.3% | 72.8%+18.5pp | 76.5%+14.8pp | 68.1%+23.2pp |
| Annual return | 18.33% | 23.92%-5.6pp | 24.52%-6.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $671 | $2,318-71.0% | $2,954-77.3% | $2,551-73.7% |
| Participant deferral / active EE | $4,475 | $4,224+5.9% | $5,098-12.2% | $4,139+8.1% |
| Admin fee / account holder | $2,333 | $9,013-74.1% | $12,098-80.7% | $7,234-67.8% |