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 | $35,874 | $94,031-61.8% | $115,768-69.0% | $82,448-56.5% |
| Participation rate | 73.5% | 70.4%+3.1pp | 74.4%-0.9pp | 68.1%+5.5pp |
| Annual return | 14.81% | 20.61%-5.8pp | 100.46%-85.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $462 | $2,323-80.1% | $2,940-84.3% | $2,551-81.9% |
| Participant deferral / active EE | $2,017 | $3,972-49.2% | $4,917-59.0% | $4,139-51.3% |
| Admin fee / account holder | $846 | $10,249-91.7% | $12,439-93.2% | $7,234-88.3% |