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 | $36,404 | $84,233-56.8% | $170,442-78.6% | $70,131-48.1% |
| Participation rate | 86.1% | 70.8%+15.3pp | 83.6%+2.5pp | 69.5%+16.6pp |
| Annual return | 19.38% | 23.06%-3.7pp | 205.93%-186.5pp | 73.14%-53.8pp |
| Employer contribution / active EE | $367 | $3,387-89.2% | $5,433-93.2% | $2,342-84.3% |
| Participant deferral / active EE | $1,385 | $3,086-55.1% | $4,939-72.0% | $3,332-58.4% |
| Admin fee / account holder | $1,553 | $5,698-72.8% | $13,880-88.8% | $4,645-66.6% |