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 | $32,690 | $84,233-61.2% | $170,442-80.8% | $70,131-53.4% |
| Participation rate | 86.6% | 70.8%+15.7pp | 83.6%+3.0pp | 69.5%+17.0pp |
| Annual return | 20.54% | 23.06%-2.5pp | 205.93%-185.4pp | 73.14%-52.6pp |
| Employer contribution / active EE | $247 | $3,387-92.7% | $5,433-95.5% | $2,342-89.5% |
| Participant deferral / active EE | $2,471 | $3,086-19.9% | $4,939-50.0% | $3,332-25.8% |
| Admin fee / account holder | $7,140 | $5,698+25.3% | $13,880-48.6% | $4,645+53.7% |