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 | $45,971 | $80,968-43.2% | $96,544-52.4% | $75,163-38.8% |
| Participation rate | 71.8% | 71.8%+0.1pp | 76.0%-4.1pp | 67.2%+4.6pp |
| Annual return | 21.43% | 27.06%-5.6pp | 25.84%-4.4pp | 160.62%-139.2pp |
| Employer contribution / active EE | $307 | $2,282-86.5% | $2,965-89.6% | $2,670-88.5% |
| Participant deferral / active EE | $1,781 | $3,928-54.7% | $4,851-63.3% | $4,125-56.8% |
| Admin fee / account holder | $861 | $6,724-87.2% | $8,252-89.6% | $5,651-84.8% |