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 | $66,295 | $91,190-27.3% | $178,490-62.9% | $79,858-17.0% |
| Participation rate | 78.0% | 69.2%+8.8pp | 81.9%-3.9pp | 69.6%+8.4pp |
| Annual return | 11.70% | 24.19%-12.5pp | 151.07%-139.4pp | 31.71%-20.0pp |
| Employer contribution / active EE | $224 | $3,256-93.1% | $5,011-95.5% | $2,471-90.9% |
| Participant deferral / active EE | $2,213 | $3,236-31.6% | $5,202-57.5% | $3,740-40.8% |
| Admin fee / account holder | $2,078 | $6,751-69.2% | $13,984-85.1% | $5,306-60.8% |