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 | $39,375 | $110,257-64.3% | $96,544-59.2% | $139,434-71.8% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 15.89% | 26.32%-10.4pp | 25.84%-9.9pp | 372.94%-357.0pp |
| Employer contribution / active EE | $740 | $3,620-79.6% | $2,965-75.1% | $4,751-84.4% |
| Participant deferral / active EE | $3,492 | $5,548-37.1% | $4,851-28.0% | $6,710-48.0% |
| Admin fee / account holder | $10,916 | $11,591-5.8% | $8,252+32.3% | $11,403-4.3% |