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 | $33,877 | $106,515-68.2% | $96,683-65.0% | $139,434-75.7% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.3%+12.3pp | 80.3%+6.3pp |
| Annual return | 15.58% | 38.43%-22.8pp | 35.69%-20.1pp | 372.94%-357.4pp |
| Employer contribution / active EE | $200 | $4,103-95.1% | $3,737-94.6% | $4,751-95.8% |
| Participant deferral / active EE | $3,115 | $5,454-42.9% | $4,878-36.1% | $6,710-53.6% |
| Admin fee / account holder | $1,135 | $7,877-85.6% | $6,730-83.1% | $11,403-90.0% |