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 | $20,981 | $93,346-77.5% | $71,796-70.8% | $273,961-92.3% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.1%+16.6pp | 83.0%+2.7pp |
| Annual return | 16.11% | 130.39%-114.3pp | 78.04%-61.9pp | 41.45%-25.3pp |
| Employer contribution / active EE | $259 | $2,733-90.5% | $1,924-86.6% | $4,869-94.7% |
| Participant deferral / active EE | $1,911 | $3,475-45.0% | $2,794-31.6% | $5,287-63.9% |
| Admin fee / account holder | $2,915 | $6,571-55.6% | $4,815-39.5% | $10,132-71.2% |