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 | $35,890 | $58,828-39.0% | $77,999-54.0% | $62,891-42.9% |
| Participation rate | 76.0% | 71.1%+4.9pp | 75.5%+0.5pp | 69.3%+6.7pp |
| Annual return | 5.18% | 17.16%-12.0pp | 425.96%-420.8pp | 20.14%-15.0pp |
| Employer contribution / active EE | $43 | $1,672-97.4% | $2,470-98.2% | $2,281-98.1% |
| Participant deferral / active EE | $1,274 | $2,686-52.6% | $3,497-63.6% | $3,203-60.2% |
| Admin fee / account holder | $4,213 | $4,393-4.1% | $5,480-23.1% | $4,296-1.9% |