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 | $28,689 | $77,899-63.2% | $149,673-80.8% | $75,163-61.8% |
| Participation rate | 95.9% | 65.6%+30.3pp | 78.8%+17.1pp | 67.2%+28.7pp |
| Annual return | 19.09% | 31.72%-12.6pp | 134.42%-115.3pp | 160.62%-141.5pp |
| Employer contribution / active EE | $284 | $3,137-91.0% | $4,818-94.1% | $2,670-89.4% |
| Participant deferral / active EE | $1,354 | $3,411-60.3% | $5,680-76.2% | $4,125-67.2% |
| Admin fee / account holder | $1,268 | $5,956-78.7% | $13,210-90.4% | $5,651-77.6% |