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 | $34,270 | $95,803-64.2% | $113,168-69.7% | $84,808-59.6% |
| Participation rate | 82.3% | 72.9%+9.4pp | 76.6%+5.7pp | 68.3%+14.0pp |
| Annual return | 15.84% | 25.00%-9.2pp | 24.27%-8.4pp | 40.90%-25.1pp |
| Employer contribution / active EE | $484 | $2,360-79.5% | $2,975-83.7% | $2,631-81.6% |
| Participant deferral / active EE | $2,532 | $4,242-40.3% | $5,107-50.4% | $4,212-39.9% |
| Admin fee / account holder | $5,997 | $8,989-33.3% | $12,068-50.3% | $7,344-18.3% |