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 | $36,566 | $87,166-58.0% | $76,735-52.3% | $137,256-73.4% |
| Participation rate | 70.6% | 74.4%-3.8pp | 69.5%+1.1pp | 80.0%-9.4pp |
| Annual return | 17.02% | 26.50%-9.5pp | 29.77%-12.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $286 | $2,904-90.2% | $2,454-88.3% | $4,156-93.1% |
| Participant deferral / active EE | $2,795 | $4,726-40.9% | $4,088-31.6% | $6,407-56.4% |
| Admin fee / account holder | $738 | $8,403-91.2% | $7,189-89.7% | $12,270-94.0% |