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 | $55,732 | $78,705-29.2% | $117,854-52.7% | $70,131-20.5% |
| Participation rate | 87.2% | 73.2%+14.0pp | 79.7%+7.6pp | 69.5%+17.7pp |
| Annual return | 14.20% | 23.30%-9.1pp | 335.08%-320.9pp | 73.14%-58.9pp |
| Employer contribution / active EE | $213 | $2,223-90.4% | $3,786-94.4% | $2,342-90.9% |
| Participant deferral / active EE | $2,556 | $3,297-22.5% | $4,482-43.0% | $3,332-23.3% |
| Admin fee / account holder | $3,070 | $5,065-39.4% | $8,020-61.7% | $4,645-33.9% |