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 | $31,569 | $69,977-54.9% | $108,579-70.9% | $62,891-49.8% |
| Participation rate | 89.3% | 72.9%+16.4pp | 79.6%+9.7pp | 69.3%+20.0pp |
| Annual return | 9.07% | 10.73%-1.7pp | -51.70%+60.8pp | 20.14%-11.1pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,411 | $3,165+7.8% | $4,311-20.9% | $3,203+6.5% |
| Admin fee / account holder | $758 | $5,076-85.1% | $7,645-90.1% | $4,296-82.4% |