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 | $38,397 | $127,065-69.8% | $113,168-66.1% | $142,382-73.0% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 22.31% | 24.03%-1.7pp | 24.27%-2.0pp | 217.08%-194.8pp |
| Employer contribution / active EE | $653 | $3,442-81.0% | $2,975-78.1% | $4,299-84.8% |
| Participant deferral / active EE | $4,575 | $5,716-20.0% | $5,107-10.4% | $6,507-29.7% |
| Admin fee / account holder | $5,547 | $15,736-64.8% | $12,068-54.0% | $12,624-56.1% |