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 | $53,200 | $98,240-45.8% | $82,313-35.4% | $147,584-64.0% |
| Participation rate | 78.3% | 79.7%-1.5pp | 76.9%+1.4pp | 82.8%-4.6pp |
| Annual return | 15.90% | 30.85%-15.0pp | 25.88%-10.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $559 | $3,192-82.5% | $2,428-77.0% | $4,876-88.5% |
| Participant deferral / active EE | $2,923 | $4,383-33.3% | $3,706-21.1% | $5,439-46.2% |
| Admin fee / account holder | $5,376 | $8,563-37.2% | $5,608-4.1% | $10,885-50.6% |