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 | $35,327 | $93,571-62.2% | $135,903-74.0% | $75,163-53.0% |
| Participation rate | 73.7% | 75.2%-1.5pp | 81.9%-8.2pp | 67.2%+6.5pp |
| Annual return | 19.73% | 30.90%-11.2pp | 68.23%-48.5pp | 160.62%-140.9pp |
| Employer contribution / active EE | $711 | $3,537-79.9% | $4,856-85.4% | $2,670-73.4% |
| Participant deferral / active EE | $5,801 | $6,404-9.4% | $7,758-25.2% | $4,125+40.6% |
| Admin fee / account holder | $1,081 | $6,975-84.5% | $10,762-90.0% | $5,651-80.9% |