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 | $94,625-24.6% | $116,228-38.6% | $84,808-15.9% |
| Participation rate | 92.0% | 70.4%+21.6pp | 74.6%+17.4pp | 68.3%+23.7pp |
| Annual return | 17.02% | 20.40%-3.4pp | 90.06%-73.0pp | 40.90%-23.9pp |
| Employer contribution / active EE | $419 | $2,347-82.1% | $2,994-86.0% | $2,631-84.1% |
| Participant deferral / active EE | $4,659 | $3,972+17.3% | $4,953-5.9% | $4,212+10.6% |
| Admin fee / account holder | $4,461 | $10,091-55.8% | $11,989-62.8% | $7,344-39.3% |