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 5-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 | $53,776 | $124,425-56.8% | $112,040-52.0% | $137,256-60.8% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 12.80% | 24.72%-11.9pp | 24.52%-11.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $501 | $3,411-85.3% | $2,954-83.0% | $4,156-87.9% |
| Participant deferral / active EE | $2,606 | $5,718-54.4% | $5,098-48.9% | $6,407-59.3% |
| Admin fee / account holder | $19,003 | $15,207+25.0% | $12,098+57.1% | $12,270+54.9% |