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 | $55,478 | $72,492-23.5% | $87,100-36.3% | $72,985-24.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.74% | 24.46%-5.7pp | 28.19%-9.5pp | 81.00%-62.3pp |
| Employer contribution / active EE | $391 | $1,894-79.4% | $2,521-84.5% | $2,440-84.0% |
| Participant deferral / active EE | $2,832 | $3,270-13.4% | $4,049-30.1% | $3,607-21.5% |
| Admin fee / account holder | $2,949 | $5,055-41.7% | $7,497-60.7% | $5,124-42.5% |