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 | $36,607 | $46,553-21.4% | $64,056-42.9% | $75,163-51.3% |
| Participation rate | 91.5% | 65.9%+25.6pp | 72.3%+19.2pp | 67.2%+24.3pp |
| Annual return | 25.20% | 26.03%-0.8pp | 33.69%-8.5pp | 160.62%-135.4pp |
| Employer contribution / active EE | $2 | $1,974-99.9% | $2,747-99.9% | $2,670-99.9% |
| Participant deferral / active EE | $2,690 | $2,837-5.2% | $3,880-30.7% | $4,125-34.8% |
| Admin fee / account holder | $502 | $2,952-83.0% | $3,068-83.6% | $5,651-91.1% |