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 | $38,312 | $52,580-27.1% | $71,671-46.5% | $70,131-45.4% |
| Participation rate | 81.6% | 60.9%+20.7pp | 68.7%+12.8pp | 69.5%+12.0pp |
| Annual return | 13.40% | 20.25%-6.8pp | 20.65%-7.2pp | 73.14%-59.7pp |
| Employer contribution / active EE | $132 | $1,616-91.9% | $2,460-94.7% | $2,342-94.4% |
| Participant deferral / active EE | $2,104 | $2,386-11.8% | $3,438-38.8% | $3,332-36.8% |
| Admin fee / account holder | $14,727 | $3,653+303.2% | $5,558+165.0% | $4,645+217.0% |