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 | $46,049 | $94,625-51.3% | $116,228-60.4% | $84,808-45.7% |
| Participation rate | 84.6% | 70.4%+14.2pp | 74.6%+10.1pp | 68.3%+16.3pp |
| Annual return | 12.69% | 20.40%-7.7pp | 90.06%-77.4pp | 40.90%-28.2pp |
| Employer contribution / active EE | $505 | $2,347-78.5% | $2,994-83.1% | $2,631-80.8% |
| Participant deferral / active EE | $2,484 | $3,972-37.5% | $4,953-49.8% | $4,212-41.0% |
| Admin fee / account holder | $2,564 | $10,091-74.6% | $11,989-78.6% | $7,344-65.1% |