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 | $60,067 | $77,813-22.8% | $123,544-51.4% | $64,186-6.4% |
| Participation rate | 88.2% | 74.7%+13.5pp | 82.3%+5.9pp | 69.6%+18.7pp |
| Annual return | 5.22% | 12.48%-7.3pp | 119.20%-114.0pp | 7.63%-2.4pp |
| Employer contribution / active EE | $93 | $3,014-96.9% | $4,628-98.0% | $2,381-96.1% |
| Participant deferral / active EE | $10,471 | $5,240+99.8% | $6,426+63.0% | $3,470+201.8% |
| Admin fee / account holder | $6,559 | $5,519+18.8% | $9,284-29.4% | $4,888+34.2% |