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 | $34,889 | $59,839-41.7% | $81,983-57.4% | $79,858-56.3% |
| Participation rate | 88.4% | 61.6%+26.8pp | 69.2%+19.1pp | 69.6%+18.7pp |
| Annual return | 15.90% | 17.56%-1.7pp | 41.31%-25.4pp | 31.71%-15.8pp |
| Employer contribution / active EE | $205 | $1,713-88.1% | $2,498-91.8% | $2,471-91.7% |
| Participant deferral / active EE | $2,770 | $2,695+2.8% | $3,722-25.6% | $3,740-25.9% |
| Admin fee / account holder | $1,293 | $4,287-69.8% | $5,664-77.2% | $5,306-75.6% |