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 | $23,515 | $99,341-76.3% | $84,750-72.3% | $273,961-91.4% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 7.53% | 22.93%-15.4pp | 22.78%-15.3pp | 41.45%-33.9pp |
| Employer contribution / active EE | $7 | $4,214-99.8% | $3,574-99.8% | $4,869-99.9% |
| Participant deferral / active EE | $4,273 | $4,269+0.1% | $3,712+15.1% | $5,287-19.2% |
| Admin fee / account holder | $1,112 | $6,644-83.3% | $5,332-79.1% | $10,132-89.0% |