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 | $68,259 | $80,968-15.7% | $96,544-29.3% | $75,163-9.2% |
| Participation rate | 97.0% | 71.8%+25.2pp | 76.0%+21.0pp | 67.2%+29.8pp |
| Annual return | 15.66% | 27.06%-11.4pp | 25.84%-10.2pp | 160.62%-145.0pp |
| Employer contribution / active EE | $559 | $2,282-75.5% | $2,965-81.1% | $2,670-79.1% |
| Participant deferral / active EE | $5,003 | $3,928+27.4% | $4,851+3.1% | $4,125+21.3% |
| Admin fee / account holder | $1,533 | $6,724-77.2% | $8,252-81.4% | $5,651-72.9% |