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 | $41,298 | $85,766-51.8% | $136,294-69.7% | $70,131-41.1% |
| Participation rate | 76.0% | 74.2%+1.8pp | 81.9%-5.9pp | 69.5%+6.5pp |
| Annual return | 17.69% | 31.45%-13.8pp | 5155.94%-5138.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $394 | $2,966-86.7% | $4,695-91.6% | $2,342-83.2% |
| Participant deferral / active EE | $2,613 | $5,051-48.3% | $6,247-58.2% | $3,332-21.6% |
| Admin fee / account holder | $967 | $5,420-82.2% | $9,243-89.5% | $4,645-79.2% |