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 | $40,970 | $78,705-47.9% | $117,854-65.2% | $70,131-41.6% |
| Participation rate | 71.8% | 73.2%-1.4pp | 79.7%-7.9pp | 69.5%+2.3pp |
| Annual return | 13.37% | 23.30%-9.9pp | 335.08%-321.7pp | 73.14%-59.8pp |
| Employer contribution / active EE | $108 | $2,223-95.1% | $3,786-97.1% | $2,342-95.4% |
| Participant deferral / active EE | $1,683 | $3,297-48.9% | $4,482-62.4% | $3,332-49.5% |
| Admin fee / account holder | $833 | $5,065-83.5% | $8,020-89.6% | $4,645-82.1% |