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 | $40,392 | $209,336-80.7% | $197,124-79.5% | $137,256-70.6% |
| Participation rate | 73.7% | 87.3%-13.6pp | 86.7%-13.0pp | 80.0%-6.3pp |
| Annual return | 13.06% | 48.09%-35.0pp | 44.34%-31.3pp | 220.34%-207.3pp |
| Employer contribution / active EE | $394 | $6,591-94.0% | $6,227-93.7% | $4,156-90.5% |
| Participant deferral / active EE | $5,043 | $9,614-47.5% | $9,135-44.8% | $6,407-21.3% |
| Admin fee / account holder | $3,155 | $17,308-81.8% | $16,298-80.6% | $12,270-74.3% |