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 | $42,227 | $63,346-33.3% | $92,233-54.2% | $70,131-39.8% |
| Participation rate | 71.7% | 68.7%+3.1pp | 76.5%-4.7pp | 69.5%+2.2pp |
| Annual return | 17.60% | 530.12%-512.5pp | 176.28%-158.7pp | 73.14%-55.5pp |
| Employer contribution / active EE | $262 | $2,471-89.4% | $3,679-92.9% | $2,342-88.8% |
| Participant deferral / active EE | $2,320 | $2,854-18.7% | $3,897-40.5% | $3,332-30.4% |
| Admin fee / account holder | $642 | $3,840-83.3% | $5,194-87.6% | $4,645-86.2% |