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 | $53,581 | $76,552-30.0% | $123,892-56.8% | $62,891-14.8% |
| Participation rate | 78.1% | 73.0%+5.1pp | 81.4%-3.3pp | 69.3%+8.8pp |
| Annual return | 6.16% | 18.68%-12.5pp | 47.52%-41.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $233 | $2,883-91.9% | $4,617-95.0% | $2,281-89.8% |
| Participant deferral / active EE | $3,304 | $4,840-31.7% | $5,984-44.8% | $3,203+3.2% |
| Admin fee / account holder | $8,792 | $4,826+82.2% | $8,357+5.2% | $4,296+104.7% |