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 | $28,568 | $84,233-66.1% | $170,442-83.2% | $70,131-59.3% |
| Participation rate | 81.7% | 70.8%+10.8pp | 83.6%-1.9pp | 69.5%+12.1pp |
| Annual return | 15.61% | 23.06%-7.4pp | 205.93%-190.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $359 | $3,387-89.4% | $5,433-93.4% | $2,342-84.7% |
| Participant deferral / active EE | $3,316 | $3,086+7.5% | $4,939-32.9% | $3,332-0.5% |
| Admin fee / account holder | $4,874 | $5,698-14.5% | $13,880-64.9% | $4,645+4.9% |