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 | $31,604 | $78,705-59.8% | $117,854-73.2% | $70,131-54.9% |
| Participation rate | 70.4% | 73.2%-2.8pp | 79.7%-9.3pp | 69.5%+0.8pp |
| Annual return | 13.49% | 23.30%-9.8pp | 335.08%-321.6pp | 73.14%-59.7pp |
| Employer contribution / active EE | $299 | $2,223-86.5% | $3,786-92.1% | $2,342-87.2% |
| Participant deferral / active EE | $1,536 | $3,297-53.4% | $4,482-65.7% | $3,332-53.9% |
| Admin fee / account holder | $1,238 | $5,065-75.6% | $8,020-84.6% | $4,645-73.4% |