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 | $52,347 | $110,257-52.5% | $96,544-45.8% | $139,434-62.5% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 12.23% | 26.32%-14.1pp | 25.84%-13.6pp | 372.94%-360.7pp |
| Employer contribution / active EE | $609 | $3,620-83.2% | $2,965-79.5% | $4,751-87.2% |
| Participant deferral / active EE | $9,127 | $5,548+64.5% | $4,851+88.2% | $6,710+36.0% |
| Admin fee / account holder | $27,689 | $11,591+138.9% | $8,252+235.5% | $11,403+142.8% |