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 | $57,652 | $86,929-33.7% | $102,423-43.7% | $80,856-28.7% |
| Participation rate | 95.5% | 72.4%+23.1pp | 76.5%+19.0pp | 67.6%+27.9pp |
| Annual return | 13.82% | 18.88%-5.1pp | 29.32%-15.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $537 | $2,369-77.3% | $3,023-82.2% | $2,755-80.5% |
| Participant deferral / active EE | $3,329 | $4,118-19.2% | $5,053-34.1% | $4,296-22.5% |
| Admin fee / account holder | $2,218 | $8,049-72.4% | $9,451-76.5% | $6,918-67.9% |