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 | $22,499 | $56,897-60.5% | $84,750-73.5% | $62,891-64.2% |
| Participation rate | 71.7% | 68.5%+3.2pp | 76.6%-4.9pp | 69.3%+2.4pp |
| Annual return | 21.79% | 6.30%+15.5pp | 22.78%-1.0pp | 20.14%+1.6pp |
| Employer contribution / active EE | $258 | $2,400-89.3% | $3,574-92.8% | $2,281-88.7% |
| Participant deferral / active EE | $1,689 | $2,709-37.6% | $3,712-54.5% | $3,203-47.3% |
| Admin fee / account holder | $959 | $3,581-73.2% | $5,332-82.0% | $4,296-77.7% |