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 | $50,624 | $138,347-63.4% | $184,203-72.5% | $80,856-37.4% |
| Participation rate | 90.6% | 83.9%+6.8pp | 86.8%+3.8pp | 67.6%+23.0pp |
| Annual return | 11.42% | 20.02%-8.6pp | 28.81%-17.4pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,305 | $4,850-73.1% | $6,427-79.7% | $2,755-52.6% |
| Participant deferral / active EE | $3,364 | $7,071-52.4% | $9,131-63.2% | $4,296-21.7% |
| Admin fee / account holder | $13,666 | $10,483+30.4% | $13,901-1.7% | $6,918+97.5% |