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 | $23,344 | $57,828-59.6% | $117,039-80.1% | $70,131-66.7% |
| Participation rate | 73.6% | 67.1%+6.5pp | 77.2%-3.6pp | 69.5%+4.1pp |
| Annual return | 17.56% | 17.55%0pp | 18.95%-1.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $471 | $1,816-74.1% | $3,785-87.6% | $2,342-79.9% |
| Participant deferral / active EE | $3,320 | $2,438+36.2% | $3,929-15.5% | $3,332-0.3% |
| Admin fee / account holder | $894 | $3,548-74.8% | $5,974-85.0% | $4,645-80.8% |