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 | $71,341 | $94,031-24.1% | $115,768-38.4% | $82,448-13.5% |
| Participation rate | 92.0% | 70.4%+21.6pp | 74.4%+17.6pp | 68.1%+23.9pp |
| Annual return | 17.02% | 20.61%-3.6pp | 100.46%-83.4pp | 41.64%-24.6pp |
| Employer contribution / active EE | $419 | $2,323-82.0% | $2,940-85.7% | $2,551-83.6% |
| Participant deferral / active EE | $4,659 | $3,972+17.3% | $4,917-5.2% | $4,139+12.6% |
| Admin fee / account holder | $4,461 | $10,249-56.5% | $12,439-64.1% | $7,234-38.3% |