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 | $36,752 | $45,073-18.5% | $69,455-47.1% | $72,985-49.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 19.64% | 22.65%-3.0pp | 28.97%-9.3pp | 81.00%-61.4pp |
| Employer contribution / active EE | $325 | $2,054-84.2% | $2,779-88.3% | $2,440-86.7% |
| Participant deferral / active EE | $2,344 | $2,602-9.9% | $3,535-33.7% | $3,607-35.0% |
| Admin fee / account holder | $1,290 | $3,056-57.8% | $3,839-66.4% | $5,124-74.8% |