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 | $37,903 | $76,367-50.4% | $93,606-59.5% | $72,985-48.1% |
| Participation rate | 72.7% | 71.7%+1.0pp | 75.8%-3.1pp | 69.5%+3.2pp |
| Annual return | 24.54% | 25.82%-1.3pp | 32.76%-8.2pp | 81.00%-56.5pp |
| Employer contribution / active EE | $17 | $2,275-99.3% | $2,718-99.4% | $2,440-99.3% |
| Participant deferral / active EE | $1,687 | $3,538-52.3% | $4,069-58.5% | $3,607-53.2% |
| Admin fee / account holder | $2,358 | $6,838-65.5% | $7,888-70.1% | $5,124-54.0% |