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 | $35,306 | $88,707-60.2% | $74,183-52.4% | $273,961-87.1% |
| Participation rate | 81.8% | 79.4%+2.4pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 3.41% | 11.94%-8.5pp | 17.74%-14.3pp | 41.45%-38.0pp |
| Employer contribution / active EE | $136 | $3,159-95.7% | $2,370-94.3% | $4,869-97.2% |
| Participant deferral / active EE | $1,356 | $4,212-67.8% | $3,550-61.8% | $5,287-74.4% |
| Admin fee / account holder | $1,116 | $8,717-87.2% | $5,586-80.0% | $10,132-89.0% |