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 | $59,271 | $81,208-27.0% | $98,907-40.1% | $79,858-25.8% |
| Participation rate | 84.4% | 72.5%+11.9pp | 76.0%+8.4pp | 69.6%+14.7pp |
| Annual return | 11.82% | 60.99%-49.2pp | 196.43%-184.6pp | 31.71%-19.9pp |
| Employer contribution / active EE | $174 | $1,960-91.1% | $2,689-93.5% | $2,471-93.0% |
| Participant deferral / active EE | $2,985 | $3,265-8.6% | $4,244-29.7% | $3,740-20.2% |
| Admin fee / account holder | $534 | $6,013-91.1% | $6,642-92.0% | $5,306-89.9% |