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 | $19,411 | $77,634-75.0% | $156,549-87.6% | $62,891-69.1% |
| Participation rate | 83.3% | 71.2%+12.1pp | 84.0%-0.7pp | 69.3%+14.0pp |
| Annual return | 7.09% | 50.32%-43.2pp | 32.23%-25.1pp | 20.14%-13.1pp |
| Employer contribution / active EE | $90 | $3,444-97.4% | $5,501-98.4% | $2,281-96.0% |
| Participant deferral / active EE | $903 | $3,045-70.4% | $4,871-81.5% | $3,203-71.8% |
| Admin fee / account holder | $3,549 | $5,561-36.2% | $13,027-72.8% | $4,296-17.4% |