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 | $23,888 | $99,341-76.0% | $84,750-71.8% | $273,961-91.3% |
| Participation rate | 73.7% | 80.7%-7.0pp | 76.6%-2.9pp | 83.0%-9.3pp |
| Annual return | 3.02% | 22.93%-19.9pp | 22.78%-19.8pp | 41.45%-38.4pp |
| Employer contribution / active EE | $215 | $4,214-94.9% | $3,574-94.0% | $4,869-95.6% |
| Participant deferral / active EE | $1,887 | $4,269-55.8% | $3,712-49.1% | $5,287-64.3% |
| Admin fee / account holder | $11,227 | $6,644+69.0% | $5,332+110.6% | $10,132+10.8% |