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 | $25,096 | $84,233-70.2% | $170,442-85.3% | $70,131-64.2% |
| Participation rate | 87.1% | 70.8%+16.3pp | 83.6%+3.5pp | 69.5%+17.6pp |
| Annual return | 18.48% | 23.06%-4.6pp | 205.93%-187.4pp | 73.14%-54.7pp |
| Employer contribution / active EE | $357 | $3,387-89.5% | $5,433-93.4% | $2,342-84.8% |
| Participant deferral / active EE | $1,115 | $3,086-63.9% | $4,939-77.4% | $3,332-66.5% |
| Admin fee / account holder | $2,521 | $5,698-55.8% | $13,880-81.8% | $4,645-45.7% |