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 | $17,746 | $45,073-60.6% | $69,455-74.4% | $72,985-75.7% |
| Participation rate | 84.9% | 68.5%+16.5pp | 74.6%+10.3pp | 69.5%+15.5pp |
| Annual return | 20.37% | 22.65%-2.3pp | 28.97%-8.6pp | 81.00%-60.6pp |
| Employer contribution / active EE | $346 | $2,054-83.1% | $2,779-87.5% | $2,440-85.8% |
| Participant deferral / active EE | $821 | $2,602-68.4% | $3,535-76.8% | $3,607-77.2% |
| Admin fee / account holder | $918 | $3,056-70.0% | $3,839-76.1% | $5,124-82.1% |