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 | $37,172 | $76,367-51.3% | $93,606-60.3% | $72,985-49.1% |
| Participation rate | 75.6% | 71.7%+3.9pp | 75.8%-0.2pp | 69.5%+6.1pp |
| Annual return | 17.47% | 25.82%-8.3pp | 32.76%-15.3pp | 81.00%-63.5pp |
| Employer contribution / active EE | $163 | $2,275-92.8% | $2,718-94.0% | $2,440-93.3% |
| Participant deferral / active EE | $2,243 | $3,538-36.6% | $4,069-44.9% | $3,607-37.8% |
| Admin fee / account holder | $842 | $6,838-87.7% | $7,888-89.3% | $5,124-83.6% |