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 | $22,881 | $84,233-72.8% | $170,442-86.6% | $70,131-67.4% |
| Participation rate | 93.2% | 70.8%+22.4pp | 83.6%+9.6pp | 69.5%+23.7pp |
| Annual return | 14.41% | 23.06%-8.7pp | 205.93%-191.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $64 | $3,387-98.1% | $5,433-98.8% | $2,342-97.3% |
| Participant deferral / active EE | $1,758 | $3,086-43.0% | $4,939-64.4% | $3,332-47.2% |
| Admin fee / account holder | $3,423 | $5,698-39.9% | $13,880-75.3% | $4,645-26.3% |