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 | $33,255 | $45,035-26.2% | $62,995-47.2% | $70,131-52.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.49% | 18.76%-7.3pp | 87.57%-76.1pp | 73.14%-61.7pp |
| Employer contribution / active EE | $206 | $2,051-89.9% | $2,759-92.5% | $2,342-91.2% |
| Participant deferral / active EE | $1,355 | $2,465-45.0% | $3,329-59.3% | $3,332-59.3% |
| Admin fee / account holder | $1,439 | $2,834-49.2% | $3,600-60.0% | $4,645-69.0% |