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 | $20,740 | $46,553-55.4% | $64,056-67.6% | $75,163-72.4% |
| Participation rate | 72.0% | 65.9%+6.1pp | 72.3%-0.3pp | 67.2%+4.9pp |
| Annual return | 15.48% | 26.03%-10.5pp | 33.69%-18.2pp | 160.62%-145.1pp |
| Employer contribution / active EE | $291 | $1,974-85.2% | $2,747-89.4% | $2,670-89.1% |
| Participant deferral / active EE | $1,451 | $2,837-48.9% | $3,880-62.6% | $4,125-64.8% |
| Admin fee / account holder | $2,675 | $2,952-9.4% | $3,068-12.8% | $5,651-52.7% |