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 | $37,546 | $71,883-47.8% | $86,677-56.7% | $68,494-45.2% |
| Participation rate | 82.8% | 72.2%+10.6pp | 76.6%+6.2pp | 67.9%+14.9pp |
| Annual return | 4.95% | 3.52%+1.4pp | 35.91%-31.0pp | -7.84%+12.8pp |
| Employer contribution / active EE | $150 | $2,173-93.1% | $2,836-94.7% | $2,596-94.2% |
| Participant deferral / active EE | $1,901 | $3,779-49.7% | $4,656-59.2% | $4,027-52.8% |
| Admin fee / account holder | $5,439 | $6,112-11.0% | $7,493-27.4% | $5,403+0.7% |