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 | $61,378 | $106,749-42.5% | $145,433-57.8% | $82,448-25.6% |
| Participation rate | 89.5% | 75.6%+13.8pp | 82.1%+7.4pp | 68.1%+21.4pp |
| Annual return | 15.66% | 27.59%-11.9pp | 66.58%-50.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,952 | $6,519+6.7% | $7,897-12.0% | $4,139+68.0% |
| Admin fee / account holder | $3,596 | $8,390-57.1% | $13,129-72.6% | $7,234-50.3% |