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 | $17,957 | $81,248-77.9% | $155,509-88.5% | $80,856-77.8% |
| Participation rate | 70.7% | 66.2%+4.5pp | 78.2%-7.5pp | 67.6%+3.1pp |
| Annual return | 40.24% | 33.31%+6.9pp | 64.67%-24.4pp | 35.59%+4.6pp |
| Employer contribution / active EE | $315 | $3,100-89.8% | $4,672-93.3% | $2,755-88.6% |
| Participant deferral / active EE | $1,003 | $3,452-70.9% | $5,626-82.2% | $4,296-76.6% |
| Admin fee / account holder | $1,738 | $7,997-78.3% | $15,912-89.1% | $6,918-74.9% |