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 | $95,453-64.1% | $112,040-69.4% | $82,448-58.4% |
| Participation rate | 82.3% | 72.8%+9.5pp | 76.5%+5.8pp | 68.1%+14.2pp |
| Annual return | 15.84% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $484 | $2,318-79.1% | $2,954-83.6% | $2,551-81.0% |
| Participant deferral / active EE | $2,532 | $4,224-40.1% | $5,098-50.3% | $4,139-38.8% |
| Admin fee / account holder | $5,997 | $9,013-33.5% | $12,098-50.4% | $7,234-17.1% |