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 | $26,599 | $80,717-67.0% | $154,803-82.8% | $84,808-68.6% |
| Participation rate | 71.9% | 66.8%+5.1pp | 78.1%-6.1pp | 68.3%+3.6pp |
| Annual return | 13.77% | 37.96%-24.2pp | 58.88%-45.1pp | 40.90%-27.1pp |
| Employer contribution / active EE | $209 | $2,761-92.4% | $4,305-95.2% | $2,631-92.1% |
| Participant deferral / active EE | $3,426 | $3,303+3.7% | $5,540-38.2% | $4,212-18.6% |
| Admin fee / account holder | $4,753 | $6,746-29.5% | $14,329-66.8% | $7,344-35.3% |