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 | $40,004 | $78,422-49.0% | $95,952-58.3% | $79,858-49.9% |
| Participation rate | 80.0% | 73.5%+6.5pp | 77.1%+2.9pp | 69.6%+10.4pp |
| Annual return | 15.27% | 19.37%-4.1pp | 91.61%-76.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $456 | $1,945-76.6% | $2,541-82.1% | $2,471-81.6% |
| Participant deferral / active EE | $2,319 | $3,440-32.6% | $4,167-44.4% | $3,740-38.0% |
| Admin fee / account holder | $3,198 | $5,622-43.1% | $6,795-52.9% | $5,306-39.7% |