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 | $35,650 | $76,367-53.3% | $93,606-61.9% | $72,985-51.2% |
| Participation rate | 71.1% | 71.7%-0.7pp | 75.8%-4.8pp | 69.5%+1.6pp |
| Annual return | 17.55% | 25.82%-8.3pp | 32.76%-15.2pp | 81.00%-63.5pp |
| Employer contribution / active EE | $393 | $2,275-82.7% | $2,718-85.5% | $2,440-83.9% |
| Participant deferral / active EE | $1,766 | $3,538-50.1% | $4,069-56.6% | $3,607-51.0% |
| Admin fee / account holder | $1,218 | $6,838-82.2% | $7,888-84.6% | $5,124-76.2% |