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 | $43,329 | $98,240-55.9% | $82,313-47.4% | $147,584-70.6% |
| Participation rate | 90.5% | 79.7%+10.8pp | 76.9%+13.6pp | 82.8%+7.6pp |
| Annual return | 10.81% | 30.85%-20.0pp | 25.88%-15.1pp | 578.55%-567.7pp |
| Employer contribution / active EE | $235 | $3,192-92.6% | $2,428-90.3% | $4,876-95.2% |
| Participant deferral / active EE | $2,348 | $4,383-46.4% | $3,706-36.6% | $5,439-56.8% |
| Admin fee / account holder | $1,683 | $8,563-80.3% | $5,608-70.0% | $10,885-84.5% |