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 | $52,194 | $78,705-33.7% | $117,854-55.7% | $70,131-25.6% |
| Participation rate | 86.3% | 73.2%+13.1pp | 79.7%+6.6pp | 69.5%+16.7pp |
| Annual return | 17.03% | 23.30%-6.3pp | 335.08%-318.0pp | 73.14%-56.1pp |
| Employer contribution / active EE | $322 | $2,223-85.5% | $3,786-91.5% | $2,342-86.3% |
| Participant deferral / active EE | $3,524 | $3,297+6.9% | $4,482-21.4% | $3,332+5.8% |
| Admin fee / account holder | $1,244 | $5,065-75.4% | $8,020-84.5% | $4,645-73.2% |