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 | $27,150 | $55,706-51.3% | $75,886-64.2% | $72,985-62.8% |
| Participation rate | 71.8% | 61.1%+10.7pp | 69.3%+2.5pp | 69.5%+2.3pp |
| Annual return | 19.94% | 27.59%-7.7pp | 30.76%-10.8pp | 81.00%-61.1pp |
| Employer contribution / active EE | $171 | $1,687-89.9% | $2,500-93.2% | $2,440-93.0% |
| Participant deferral / active EE | $1,167 | $2,634-55.7% | $3,603-67.6% | $3,607-67.6% |
| Admin fee / account holder | $1,636 | $3,978-58.9% | $5,418-69.8% | $5,124-68.1% |