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 | $37,438 | $67,606-44.6% | $82,313-54.5% | $70,131-46.6% |
| Participation rate | 72.3% | 72.8%-0.5pp | 76.9%-4.6pp | 69.5%+2.8pp |
| Annual return | 17.99% | 21.57%-3.6pp | 25.88%-7.9pp | 73.14%-55.2pp |
| Employer contribution / active EE | $362 | $1,755-79.3% | $2,428-85.1% | $2,342-84.5% |
| Participant deferral / active EE | $1,988 | $2,987-33.5% | $3,706-46.4% | $3,332-40.3% |
| Admin fee / account holder | $1,051 | $4,512-76.7% | $5,608-81.3% | $4,645-77.4% |